by dannysymphony | Nov 11, 2022 | Articles, In The News
Used for decades, this approach to withdrawing from your retirement accounts may no longer be appropriate. The 4% rule is a rule of thumb that has been around for years and is a common recommendation made by advisers in the industry. You may have heard your...
by lindapowell | Oct 18, 2022 | Articles, In The News
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they’re not just for college anymore – added to the tuition eligibility are K-12, private and religious schools. These funds...
by lindapowell | Sep 20, 2022 | Articles, In The News
Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust fund is huge. It is estimated to be $2.9...
by lindapowell | Aug 9, 2022 | Articles, In The News
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified...
by lindapowell | Jul 20, 2022 | Articles, In The News
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they accrued at a previous employer.2 Choice 1:...
by lindapowell | Dec 23, 2021 | Articles, Newsletters
