You’re relatively on-track financially, but you’ve experienced losses with recent market movements, and you’re concerned. This is for you. We’ll discuss: What is going on with the markets? What …
What Is the Retirement Age (or Is There One)?
As you begin to imagine life without a day job, you may wonder if your age matters when it comes to picking a retirement date. You've probably heard numbers tossed around, so how important are those …
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Do You Get Your Principal Back From an Annuity? It Depends
By Justin Pritchard, CFP® Note: This is a long article! If you'd rather hear me talk through this information, click here for a YouTube video (audio only, so you can listen while you're doing other …
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How to Sign Up for Your 401(k) Plan
Signing up for your 401(k) can seem intimidating, but it’s probably not the hardest thing you’ll do this month. The most important thing for now is to get it done so you can begin accumulating …
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Can (And Should) You Roll an IRA Into a 401(k)?
By Justin Pritchard, CFP® If you have multiple retirement accounts, you can often move money between them without tax consequences, and you might want to combine accounts for several reasons. The …
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Start Your Own 401(k) (With or Without an Employer)
By Justin Pritchard, CFP® We’re increasingly on our own when it comes to saving for retirement — whatever your version of retirement looks like. Previous generations enjoyed defined-benefit plans …
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