Hopefully you’ve figured out the basics of your 401(k). Maybe you’ve even figured out whether or not you should contribute to your Roth 401(k). But are you ready for The Next Level in 401(k)?
Should you contribute after-tax money to your 401(k)?Continue reading
Did you just leave your job? Or did you leave a job a loooong time ago, and just never did anything with that 401(k)?
Continue reading
Do you need to do anything before year’s end in anticipation of the newly reconciled tax bill, likely taking effect January 1? Continue reading
Do you work for a company whose stock is stratospheric nowadays? Or are you sitting on a bunch of stock from a company that had a successful IPO? Is this your ticket to homeownership?Continue reading
You’re probably getting lost in a swirl of holiday activity and online spending, maybe even buying an Amazon Echo or two, so let’s talk about how to protect yourself in this digital world. Continue reading
Are you excited and stressed out about all the shopping you have to do in the next month? Spending Money and Buying Stuff is pretty much the air we breathe from now until 2018 starts.
Do you have some extra money, and a mortgage, and you’re wondering whether you should put that extra money towards that mortgage?Continue reading
If you want to buy a home in the next 2 months, you should totally become my client.Continue reading
Are you looking at your open enrollment paperwork, staring at that Long-Term Disability Insurance option…again…and wondering if this is something you need to worry about?Continue reading
Is your open enrollment deadline weighing down on you? Do you feel a persistently anxious feeling because of it?Continue reading
