Will You Outlive Your Money?
Retirement success depends on how much you’ve saved, how quickly you spend your money and how long you need it to last. Learn more in this week’s Financial Tip.
What to do with an Old 401(k)
As you change jobs throughout your career, you may accumulate different 401(k) plans along with experience. Sometimes, it is best to leave your assets in the plan; however, you should consider consolidating your assets in an IRA.
Tapping Your IRA and Avoiding a Penalty
Thinking about tapping into your IRA? We explain the complicated rules to avoid penalty in today’s Marietta Daily Journal. Read the article
Why Women Need Social Security
Since 1940, women have been counting on Social Security to provide much-needed retirement income. Read more in this week’s Financial Tip.
New Reports Show Challenging Financial Outlook for Social Security and Medicare
Social Security & Medicare face challenges considering their financial condition and projected outlook. Learn more in this Financial Tip.
You Left Your Job; Did You Leave Your 401(k)?
You’ve moved on to a new job, but have you considered what to do with your old 401k? We advise in today’s Marietta Daily Journal. Read the Article.
Company Hit for $35 Million in 401(k) Fee Case
Important read: Company to pay $35.2 million in first class action over 401(k) fees for breaching ERISA fiduciary duties. Read the full article.
Speculating on the Future of the Federal Estate Tax
Estate tax laws are among the many tax laws that will sunset at the end of this year. We look at five possible scenarios in this week’s Financial Tip.
Checklist for Investing in a Mutual Fund
Interested in Mutual Funds? Here is a list of considerations before you invest, and items to look for when reading the prospectus. Learn more in this week’s Financial Tip.
401(k) Sponsors: Reducing Your Fiduciary Liability
401(k) expert Wes Hackney joins “Money Talks” to discuss how business owners can reduce their fiduciary liability when sponsoring a 401(k) plan for their employees.