1. The Dos of 401(k) Plans

    Employees of all ages tend to treat 401(k) plans like gold, as if they are the only retirement planning tool necessary for a successful retirement, especially when their employer offers to match their contributions. Other strategies include an IRA, a Roth IRA, opening a health savings account, getti…Read More

  2. Retirement Transition Planning

    Even though going from the workforce to retirement happens overnight, the transition between the two can and should take much longer to ensure that you have enough saved, a budget and a plan for the next 20+ years, and a plan for how you are going to spend that time. Retirement is a tricky beast, co…Read More