What a year it has been! As we say goodbye to 2016, here’s a look back at some of the most popular posts on The Astute Advisor blog. Hopefully you find some of these articles helpful. I love reading your comments and feedback. Please don’t hesitate to reach out. You can reach me via email […]
401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark. When it comes to the Hewlett Packard 401k plan, there are excellent resources available from human resources and the benefits team. But don’t stop there. Whether you are a current participant or a recently […]
401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark. When it comes to the Intel 401k plan, there are excellent resources available from human resources and the benefits team. But don’t stop there. Whether you are a current participant or a recently […]
The Individual 401k vs SEP IRA debate has raged for years. That might be a bit of an exaggeration but it’s still a conversation I have with small business owners and their tax professionals. We all want to know what is “best” but most often it’s simply a matter of pros and cons. What is best […]
As we say goodbye to 2015, here’s a look back at some of the most popular posts on The Astute Advisor blog. Hopefully you find some of these articles helpful. If you ever have a question or would like to provide feedback, please let me know. You can contact me via email through the website. Here are […]
The ability to save in a Roth 401k has been around since the Pension Protection Act of 2006. This act allowed businesses (plan sponsors) to offer employees the option to defer their after tax salary into an account that will allow for tax free withdrawals in retirement. This tax free concept for retirement was introduced a decade […]
Why Millennials Need Financial Advice — Now is a guest post from Brian McCann, CFP® with Bootstrap Capital, LLC Today’s note is a little more industry oriented than normal. Still, I thought you would be interested because it touches on my philosophies regarding Financial Planning: Recently I got into a Twitter conversation (yes, I tweet. […]
If you want someone to blame for this recent bout of stock market crazy, blame China. This is what happens when a nation’s stock market doubles in 12 months and you spend the last 10 years building cities that are essentially massive ghost towns. During the last 12 months, the Chinese stock market more than […]
Retirement planning is a process, not an event. There are so many things that change in our lives throughout the years that our plans, both personal and financial, need to be revised and updated from time to time. As it is in life, the only thing constant in retirement planning is change. Here are 5 […]
