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Category: Retirement

October 11, 2024

Getting the Most from Your Microsoft Benefits

Microsoft (MSFT) offers a comprehensive suite of benefits that can help employees build wealth, manage risk, and secure their financial future. It’s important to optimize these benefits by integrating them into your overall financial plan. Open Enrollment in early November provides the perfect opportunity to review and make decisions about your health, retirement, and other [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

September 3, 2024

Save More for Retirement with Your Health Savings Account

As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings Account (HSA). An HSA is a medical savings account available to anyone enrolled in an HSA-compatible high-deductible health plan (HDHP). For the year 2024, the IRS defines an HDHP as a plan with a deductible of at [...]

Eric Schuehle
Contributions from: Eric Schuehle

June 11, 2024

The Importance of an Annual 401(k) Checkup: Keeping Your Retirement Plan on Track

As financial planners, we often emphasize the importance of regular financial health assessments. Just as you visit a doctor for an annual checkup, your 401(k) deserves a yearly checkup to ensure it’s aligned with your financial goals. A well-maintained 401(k) can significantly impact your retirement readiness, so let’s explore how to give your account the [...]

Contributions from: Colby Stirrat, CFP®, CIMA®

May 23, 2023

Weighing the Pros and Cons of Rolling Over Your 401k to an IRA

Rolling over a 401k to an IRA can be a wise decision, but it is important to weigh the pros and cons before doing so. While a 401k is a retirement plan sponsored by employers that allows employees to save and invest a portion of their paycheck on a tax-deferred basis, an IRA is a [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

December 6, 2022

Do You Really Need To Retire?

When I sat down to write this article, I was supposed to create a retirement checklist but instead I kept thinking about Greg… I met Greg this summer while golfing in Maine with my brother. In those four hours, I gathered that he had a wicked New England accent, a very low handicap, was in [...]

Rachel McCracken
Contributions from: Rachel McCracken, CFA®, MBA

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