Deciding which type of deferral to make in your 401(k) or other employer retirement plan is usually positioned as a choice between lowering taxable income now (traditional) or assuming that your tax rate will be higher in the future so you should pay tax now...
Join Managing Partner Ian Hamre and analyst Tyler Hillyer as they discuss the top questions of the month regarding the markets, financial planning, and wealth-building strategies....
To say that the past two years of investing have been a rollercoaster would be an understatement. The stock market indices crashed over 30% in March 2020. While many investors sold out of their positions, those who kept their head down & continued investing were...
You’ve built a retirement nest egg by saving consistently and investing carefully. But once you’re near or in retirement, your focus shifts a bit. The value of having accounts with differing tax statuses becomes apparent when you set out to create an income stream that...
Before the holiday season gears up, there are some things you should check off your list to stay on top of your finances....
Inflation has been in the headlines all year, and the Federal Reserve has consistently categorized it as “transitory” despite ongoing supply chain issues and continuing labor shortages driving both prices and wages upwards. Fed Chairman Powell has now retired the transitory language. This may seem...
Annual enrollment for the Carilion Clinic 457(b) plan is now open from December 1st to December 15th. Unlike previous years, enrollment is 100% online through the Principal website. This plan provides a valuable benefit with the ability to contribute $20,500 in addition to the 403(b). For high-income earners in...
You’ve worked hard to build your wealth and a nest egg for your retirement years, but how are you going to pass down your assets to your family, kids, and grandkids? If you’re like many of the investors we work with, you may consider setting up...