Financial, Investment and Estate Planning Blog

If you've lost your job, or are changing jobs, what about your 401(k)?You have options.1. Do nothing: do you want your old employer investing for you2. Should you cash it in?3. Should you roll it over?Meet with a financial professional.When changing jobs, you have choices. It's important to meet with a financial professional to review all your opti...

Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy. The Dow Jones Industrial Average dropped 5.00 percent, while the Standard & Poor's 500 Index declined 4.16 percent. The tech-heavy Nasdaq Composite fell 4.41 percent.  Read more on the May 2...

As the weather begins to warm up and spring approaches, it's a great time to let us know if you anticipate any changes to your personal finances. While we have a strategy in place, it's critical to make sure that we're aware of everything you expect might be on the horizon. If something comes to mind, such as a big purchase, job change, or birth of...

 When changing jobs, one of the options you may have with your 401(k) is to roll it over into an IRA. Talk with your financial professional because a rollover can offer benefits like: • More investment choices – Employer plans tend to offer limited options.• Communications – When you leave your 401(k) with your former employer, you m...

 Not only will you be able to contribute more to your 401(k) and IRA retirement plans in 2024, the Internal Revenue Service (IRS) is also boosting the contributions for 2024 Health Savings Accounts (HSAs). For single people, the limit will be $4,150 and families can put away up to $8,300. For those over 55 years of age, the catch-up contributi...

Around the country, attitudes about retirement are shifting. The old norms are changing and new ways of viewing retirement and retirement options are different. Watch the video to learn more, then give us a call!

 Not only will you be able to contribute more to your 401(k) and IRA retirement plans in 2024, the Internal Revenue Service (IRS) is also boosting the contributions for 2024 Health Savings Accounts (HSAs).For single people, the limit will be $4,150 and families can put away up to $8,300. For those over 55 years of age, the catch-up contri...

 U.S. Markets Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence.For the quarter, the Dow Jones Industrial Average rose 5.62 percent, the Standard & Poor's 500 Index gained 10.16 percent, and the Nasdaq Composite picke...

When you participate in a 401(k) at work, in most cases, you can still invest in an IRA. By doing both, you can help boost your savings for the future and reduce your taxable income. There are, however, contribution limits, so talk with your financial professional about how you might want to divvy up money into each plan.  Give me a call today...

Have you contributed to your IRA for this tax year? Even if you are close to filing your returns, talk with your financial professional about adding your contribution. As a personal retirement savings plan, your individual retirement account (IRA) offers specific tax benefits. Deductible contributions to a traditional IRA can reduce your taxable in...