Jul 23, 2021Is my 401(k) or 403(b) the best place to invest?You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be...
Jul 23, 2021Financial Advice From Mutual Fund and Annuity Firms is Often Bad AdviceRecently I was able to review an investment and financial plan delivered to a client by a mutual fund company. I’ve written here at...
Jul 23, 2021What is financial planning?I’ve been thinking a lot recently about financial planning. Now, you’re probably thinking something along the lines of, “As a financial...
Jul 23, 2021Be Aware of this IRA Rollover IssueIf you’ve been contributing to your 401(k) for some time you may have after-tax contributions to your plan. Typically these were excess...