• Should you Downsize for Retirement?

Should You Downsize for Retirement?

You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen.
By |May 2nd, 2016|Financial Article|
  • April 18th is the last day to fund your IRA

Make Your 2015 IRA Contribution by April 18!

April 18 is the deadline for your 2015 IRA contribution. If you did not contribute money to your IRA(s) during 2015 or contributed less than the maximum, you still have time to do so.
By |April 5th, 2016|Financial Article|
  • Taking a Loan from Your Retirement Plan = Bad Idea

Taking a Loan from Your Retirement Plan = Bad Idea

Why you should refrain from making this move. (And we’re not just talking about the move this guy in the picture is making!)  

Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that, because these loans are not only risky but injurious to your retirement planning.

A loan of this kind damages […]

By |July 7th, 2015|Financial Article|
  • 2015 IRA deadline

2015 IRA Deadlines Are Approaching

Here is what you need to know.

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.

*April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional IRA(s).
*April 15 is the deadline for making annual contributions to a traditional or Roth […]

By |February 5th, 2015|Financial Article|
  • Changes in the Retirement Benefits Landscape

Changes in the Retirement Benefits Landscape

A rundown of the big & little alterations coming next year.

2015 will bring COLAs, changes & something new. Each year, the retirement benefits landscape looks a little different, and next year is no exception. Here’s a look at what will change, what might develop, and even what won’t change for 2015.

The 401(k) contribution limit expands […]

By |December 18th, 2014|Financial Article|
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