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By Justin Pritchard, CFP® When you change jobs or retire, you have several options for the money in your 401(k). You can typically transfer that money to an IRA, leave it in the plan, or cash out. …
Continue Reading about How and Why to Transfer Your 401(k) to an IRA →
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By Justin Pritchard, CFP® When you want to save more in your 401(k), writing a check may seem like a reasonable approach. But 401(k) plans are workplace retirement plans. As a result, you often …
Continue Reading about Writing a Check to Your 401(k): When You Can (And Can’t) →
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How can you (hopefully) get the retirement you want while avoiding unpleasant surprises? By making a plan and checking your progress. Planning for retirement requires predicting the future, and you …
Continue Reading about Will You Have Enough to Retire? Here’s a Quick Way to Estimate →
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By Justin Pritchard, CFP® It’s great when the market goes up, but a strong stock market can make investors nervous. Understandably, people worry that whatever goes up must come down, and a market …
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By Justin Pritchard, CFP® When working with a financial advisor or financial planner, it’s crucial to work with somebody you trust and who will put your interests first. Critical financial …
Continue Reading about How Do Fee-Only Financial Planners Work? →
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Nonprofit organizations can offer intrinsic benefits to employees, and they can also provide traditional benefits like retirement plans. Employees will eventually stop working someday, and a workplace …
Continue Reading about What Retirement Plans can Nonprofits Use? →
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