Dividing Retirement Assets at Divorce

November 16, 2020

Presented by Kevin M. Curley, II, CFP®: For many couples, retirement assets represent a significant portion of net worth. To split assets equitably during a divorce, most couples divide the benefits available in their employer retirement Read More...
Should You Save for Retirement or for a Child’s College Education?

June 1, 2020

Presented by Ben Murphy, CPA, PFS™: For parents, deciding how much to save for retirement versus what to set aside for a child’s education can be Read More...
Employer Sponsored Plans

March 4, 2020

By Tom Kennedy, CFP® Today, there are basically two types of categories for employer sponsored plans. The first is defined benefit that offers a Read More...
Roth IRAs Vs. Roth 401(k)s

December 17, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: According to an old adage, it’s better to tax the seed than the crop. And if you’re comparing Read More...
401(k) Borrowing from your future money tree

January 4, 2019

Borrowing from your future is presented by Kris Maksimovich, AIF®, CRPC®:  If you need funds to cover an unexpected expense, taking a loan from Read More...