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H.O.P.E Hold on, Pain Ends
While no two events are the same, history has an ability to put events into context and place a perspective on current situations. The Corona / Covid-19 crisis has brought uncertainty to our personal lives as well as stock market. The...
Read MoreRequired Minimum Distribution (RMD)
Required Minimum Distribution (RMD) You’ve turned the magical age of 72 years old. Now what?! Let’s first address that you may be thinking, “Age 72? I thought it was age 70 ½?” This is a fair question!...
Read MoreMaximizing the Match, or maximizing the plan?
Maximizing the match, or maximizing the plan? How often do you hear “choose your words carefully” or “what you say matters?” This is phrase is true when referring to your retirement plan and taking advantage of...
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Explaining the Retirement Soup of 403(b), 457 & 401(k)
Explaining the Retirement Soup of 403(b), 457 & 401(k)Explaining the Retirement Soup of 403(b), 457 & 401(k) I have heard a 403(b) be referred to as a 504(b), a 4(b)3(K), or some alphabet-number soup more times than I can count. I...
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How the Match became to be....Severance Package
A long time ago, in a classroom and school district far, far away…..A long time ago, in a classroom and school district far, far away….. If you worked for and retired from a school district in 1993 (as an example), you...
Read MoreH.O.P.E. Hold On, Pain Ends
While no two events are the same, history has an ability to put events into context and place a perspective on current situations. The Corona / Covid-19 crisis has brought uncertainty to our personal lives as well as stock market. The...
Read More