By Justin Pritchard, CFP® When working with a financial advisor or financial planner, it’s crucial to work with somebody you…
Nonprofit organizations can offer intrinsic benefits to employees, and they can also provide traditional benefits like retirement plans. Employees will…
By Justin Pritchard, CFP ® 401k plans are powerful savings tools, and they can be a valuable employee benefit. But…
By Justin Pritchard, CFP ® 401k plans help individuals save for retirement, but businesses can also benefit from setting up…
By Justin Pritchard, CFP® Financial planning is part art and part science. First, you need to understand what’s important to…
By Justin Pritchard, CFP® As you plan for retirement, you need to know what resources you have available. Your assets…
Start with the end in mind. By Justin Pritchard, CFP® One of the most critical steps in retirement planning is…
By Justin Pritchard, CFP® Want to do some good with your money? Socially responsible investing (SRI) allows you to make…
By Justin Pritchard, CFP® If you’re serious about saving for retirement and minimizing taxes, Health Savings Accounts (HSAs) may be…
By Justin Pritchard, CFP® When you’re self-employed, you’re the boss, the key employee, and the Employee Benefits department. That means…