Traditional 401(k) vs. Roth 401(k)

A 401(k) plan is essential to maximizing your retirement savings. There are two types of 401(k) contributions that can be made: a traditional 401(k) and a Roth 401(k). They are similar in many respects but have several key differences and tax implications that are important to consider. Learn more about these differences to make an informed decision about your[...] Continue reading
26 May, 2021

Are My Social Security Benefits Reduced Or Taxed If I Continue to Work?

Each year as we meet with our clients, we receive many questions about Social Security. Our job is to help our clients determine the right time to claim their social security. This advice can help clients save millions. Beth Lynch has written blogs and conducted a webinar on claiming your social security benefits. Are My Social Security Benefits Reduced Or Taxed[...] Continue reading
26 March, 2021

Beating a Better Benchmark

We spend a good amount of time talking about portfolios, performance, and benchmarks because your money must be working for you as effectively as possible. I do, however, sometimes think that these conversations can lead to us missing the forest around the true benchmark that matters - the realization of your financial goals. What Is a Benchmark? First, let's talk[...] Continue reading
24 March, 2021

Can You Retire During COVID Or During Market Volatility?

Can You Retire During COVID Or During Market Volatility? We had a number of clients retire at the end of 2020 and none of their plans were derailed by COVID or the other challenges that came with 2020. I’ll tackle 3 of the main points to remain focused on regardless of the environment. 1. Don’t focus on planning to retirement. Focus on planning through[...] Continue reading
3 March, 2021

Changes are coming to Social Security for 2021

Social Security can be confusing. There are so many decisions to make – coordinating benefits with your spouse, when to start collecting benefits, and more. That’s why we hosted a webinar to cover your questions about Social Security planning issues. And there are some important changes coming to Social Security in 2021 that we want to highlight: Social Security[...] Continue reading
14 January, 2021

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