Managing Debt While Saving for Retirement
You just came into some money. Do you save for retirement or pay down debt? It’s a common quandary many face. Learn strategies in this week’s Financial Tip.
Social Security for Married Couples
This week, Principal Jennifer Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA, to discuss Social Security benefits for married couples, focusing on the decision of when to take benefits and how it should depend on when you need the money.
Working in Retirement: What You Need to Know
Before you get a part-time job to supplement your income during your retirement years, there are points to consider. Read all about it in this week’s Financial Tip.
Small Businesses can Tailor a Retirement Plan to Their Needs
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Bil Lako, CFP®, and Troy Harmon, CFA, CVA, to discuss the types of retirement plans that can be appropriate for small businesses.
Age-Weighted Profit-Sharing Plan
Age-weighted profit-sharing plans allocate contributions based on age, salary and projected benefits at retirement age. Learn more in this week’s Business Tip.
Can I Roll My Traditional 401(k) Account Balance Over to a Roth IRA?
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Setting Up a SIMPLE IRA Plan: It’s Simple!
Small-business owners can offer employees a SIMPLE IRA to save for retirement. It’s really simple! We explain in this week’s Business Tip.
What is an ERISA Fiduciary?
ERISA rules protect the interests of retirement plan participants. Do you know your plan’s fiduciary is? Learn more in this week’s Business Tip.
In the News: Retirement is Not Determined by the Balance of Your Portfolio, but by Your Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the cornerstone of your financial plan determines your retirement.
Retirement is not Determined by the Balance of Your Portfolio, But by Your Plan
Managing Associate, D.J. Barker, CWS®, Senior Associate, Jarrett McKenzie, CWS®, CFP®, and Director of Research Troy Harmon, CFA, CVA, delve into a common situation among retirees—the transition from accumulation to distribution. They discuss how important the plan is when it comes to finally withdrawing your retirement savings.