Avoiding Common 401(k) Mistakes

March 16, 2023

Saving for retirement is, without question, a journey. And, like any journey, even the slightest wayward turn can send you off course, making it more challenging to reach your destination. Learn about 5 common 401(k) mistakes people make Read More...

Investment Holdings shows women's hands holding piggy bank on wood table.

The Importance of Analyzing Existing Investment Holdings

February 24, 2023

Presented by Kevin M. Curley, II, CFP®: The wealth management process focuses on your total financial situation; therefore, it’s designed to Read More...

Should You Consolidate Your Retirement Accounts?

February 1, 2023

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If you’re like most people, you’ve saved for retirement in multiple ways, including Read More...

Introduction to SEPP Distributions, also known as 72(t) distributions shows man putting money puzzle together.

Introduction to IRA SEPP Distributions

August 8, 2022

Learn more about Substantially Equal Periodic Payments (SEPP Distributions), how to calculate them, and how to claim exemption from the penalty. Read More...

Is the Roth 401(k) Right for Me?

June 13, 2022

The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as a retirement plan that employers may offer to their Read More...

Six Biases That Can Derail Your Portfolio with finger pressing behavior analysis button on keyboard.

6 Biases That Can Derail Your Portfolio

December 19, 2021

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: When it comes to our money, humans are not exactly rational investors. In fact, there are six Read More...