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Category: Retirement

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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