Planning matters

401(k) Rollover Considerations

A common question from our clients is what to do with an existing 401(k) account when changing jobs – leave it? Roll it? Convert it? Let’s look at 5 different ways you can handle the money you’ve accumulated in your employer-sponsored 401(k) plan after you no longer work there. 1. Leave it in your current…

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New Job, New You! Are Your Finances Ready?

Leaving one job for a new one? Or perhaps you are returning to the workplace after time at home. New jobs can bring with them lots of excitement, opportunity and…..decision making! It’s important to look at the many financial decisions that occur in this time of transition; understanding the ramifications of leaving one job and…

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Why You Might Want to Consider a “Side Gig” in Retirement

Are you getting tired of being retired? Or perhaps you are simply finding yourself with extra time in your day?  Whether retirement is in your near future or something you’re actively enjoying now, there are many benefits of not fully separating from the workforce. Of course, adding extra income to your discretionary spending allows you…

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CARES Act Highlights

On Friday, March 27, President Donald Trump signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act to help stimulate the US economy because of COVID-19. We unpack some of the highlights of the CARES Act and provide answers to some commonly asked questions. Direct Payments Perhaps the biggest headline of the Act…

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5 Ways Your Retirement is About to Become More SECURE

As 2019 drew to a close, a bill was passed and signed into law that included some big changes for retirement savers. Known as the SECURE Act (Setting Every Community Up for Retirement Enhancement), it includes 29 provisions to increase access to tax-advantaged accounts and help prevent older Americans from outliving their assets. With any…

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