by Candace Hackborn | Aug 11, 2022 | Uncategorized
What is a Defined-Contribution Plan? When you eventually retire you want to make sure that you are financially secure enough to maintain the quality of life that you desire. This means you will need to start making plans to invest to ensure you have the capital you...
by Candace Hackborn | Aug 4, 2022 | Uncategorized
Bright Days, and Bright Ideas to Keep Your Finances on Track It’s summertime! Thoughts of warm sun on your face may be top of mind – but a financial check-in might not be. While a financial check-in may sound less relaxing than a day at the beach, assessing your...
by Brennan Clark | May 26, 2022 | Uncategorized
What is a 401(k) plan? Workers are what keeps the economy functioning for the ultimate benefit of everyone. Therefore workers deserve to have their needs taken care of when they reach their retirement years and are no longer earning an income. One way for a worker to...
by Donald Hershberger | May 5, 2022 | Uncategorized
n over four decades of working with clients, I have learned some of the enduring principles of what it takes to become a millionaire. Our clients with 401(k) balances of more than $1M, followed some of the following approaches to saving: Start early. The sooner you...
by Brennan Clark | Nov 2, 2021 | Uncategorized
For the most part, you should avoid making early withdrawals from your 401(k) account since this can trigger being charged a penalty by the Internal Revenue Service (IRS). Withdrawing funds prior to reaching 59 ½ years of age could result in the IRS levying a 10%...
