Roth IRAs Vs. Roth 401(k)s depicts circle of pink ceramic piggy banks.

December 17, 2021

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 traditional retirement accounts with Roth retirement accounts, that adage does seem to ring Read More...
Should You Consolidate Your Retirement Accounts? Image of professionals using tablet for analysis.

February 11, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans Read More...
401k Loan: Borrowing from your future depicts a money tree

January 4, 2021

Presented by Kris Maksimovich, AIF®, CRPC®:  If you need funds to cover an unexpected expense, taking a 401(k) loan from your account may sound Read More...
Dividing Retirement Assets at Divorce Depicts Divorce Agreement Document on Judge's Bench Overlooking Courtroom.

November 16, 2020

Presented by Ben Murphy, CPA, PFS™: For many couples, retirement assets represent a significant portion of net worth. To split assets equitably Read More...
Should You Save for Retirement or for a Child’s College Education shows a family laying down with face in hands on grass.

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 with metal plaque with hands shaking.

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...