Is your 401k optimized?

Is Your 401(k) Performance-Optimized? Few subjects in financial planning are more important than the optimization of your workplace retirement account, yet many Americans are asleep at the wheel. The events of the past have systematically caused many Americans to almost completely disconnect with the most valuable tool that dictates what their retirement lifestyle will look Read more about Is your 401k optimized?[…]

CSS PROFILE vs. FAFSA: What’s the Difference?

Summer is still winding down, but you might already be looking ahead to your child’s financial aid application process. Families of incoming and current college students can submit their applications for 2018-2019 school year funding starting Oct. 1, 2018, three months earlier than previously. Before you get started, it’s important to understand the primary financial Read more about CSS PROFILE vs. FAFSA: What’s the Difference?[…]

Parents of high school seniors: 7 Steps to Financial Aid!

Now that college application season has begun for students entering their senior year of high school, it’s time for students and families to consider college costs and how they’re going to pay them. The key to college financing is the FAFSA, the Free Application for Federal Student Aid, which every school, both public and private, Read more about Parents of high school seniors: 7 Steps to Financial Aid![…]

6 BIG TAX MISTAKES you should AVOID with your retirement money

Did you know when you leave your employer if you plan to rollover your company retirement account to an IRA—but don’t fill out the paperwork correctly—you could end up paying unwarranted taxes? (With properly done rollovers no taxes are due.) 1. Doing an IRA Rollover the Wrong Way Example: You have $200,000 in a 401(k)—you retire Read more about 6 BIG TAX MISTAKES you should AVOID with your retirement money[…]

Main menu