Posts Archive
401(k)
Boeing VIP, VLO, Pension Discussion
In this video blog Matt Boelter and Alexa Caplan discuss the options and considerations for Boeing employees who are near retirement or perhaps being offered early retirement.
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How to Make the Most of Your 401(k) — Qualifying for employer 401(k) matches can literally be life-altering
Written by Bruce Yates, Financial Advisor & Shareholder. The original article is published on MarketWatch. To read the full article, click here.
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Creating your “Encore” Life Part #3
Part Three of Weekly Three Part Series started 6/14/19. Part 3 – Goal Setting If you aren’t setting goals, start – now. If you are setting goals, do it the right way. Based on the Encore Wheel of Life exercises you completed in Part 2, you should have many ideas that, if accomplished, will increase…
Read More Creating your “Encore” Life Part 2
Part Two of Weekly Three Part Series started 6/14/19. Part 2 – The Encore Wheel of Life In Part 1 of this 3-part series, we looked at life’s stages, and some of the common experiences and changes people go through during each of life’s four “quarters.” This led to the idea of an “Encore Life,”…
Read More Shouldn’t your Retirement be your “Encore” Life? Part 1
Part One of Weekly Three Part Series starting 6/14/19. Part 1 – Don’t Plan for Retirement The retirement you saw your grandparents or even your parents live through will likely not be the retirement you choose for yourself. Consider the following: In 1900, the average life expectancy was 47 years. Only 100,000 Americans lived to…
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Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder
To read Matt’s complete bio click here
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In-Service 401(k) Rollovers
Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Does it make sense for you to do an “In-Service” (while still working) rollover of your 401(k) assets? Some 401(k) plans have high fees and expenses. In addition, the investment choices available in these retirement plans are sometimes limited. As a result of TIPRA (Tax Increase Prevention Reconciliation…
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Marriage: Entering a New Investment Life
There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Here are some financial issues that you should consider when embarking…
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Five Strategies for Tax-Efficient Investing
You may be able to use losses within your investment portfolio to help offset realized gains. If your losses exceed your gains, you can offset up to $3,000 per year of the difference against ordinary income. After factoring in federal income and capital gains taxes, the alternative minimum tax, and potential state and local taxes,…
Read MoreUnderstanding Defined Benefit Plans
You may be counting on funds from a defined benefit plan to help you achieve a comfortable retirement. Often referred to as traditional pension plans, defined benefit plans promise to pay you a specified amount at retirement. To help you understand the role a defined benefit plan might play in your retirement savings strategy, here’s…
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