Financial Advisor Insights

Retirement Planning Strategies for Single Women

Single and unmarried individuals may be accustomed to being completely self-reliant, but when it comes to saving for retirement, it may take some extra planning to stay on track. Unfortunately, most […]

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The Best Ways to Build Wealth

What are the best strategies to build wealth and a comfortable lifestyle for you and your loved ones? The answer isn't sexy or complicated. The best way to build wealth and create financial security […]

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The Mistake 85% of Americans May Be Making with Their Retirement Savings

by Darrow on November 28, 2017 in Asset Management, Retirement Planning

In 2015, an estimated 54 million Americans were actively participating in a 401(k) plan at work. However, according to a 2014 study by Aon Hewett, only 15% of them had rebalanced their portfolio. Why […]

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SEP IRA vs Solo 401(k)

by Darrow on September 26, 2017 in Retirement Planning, Business owners, Investing

Updated for 2018. Self-employed business owners have a few options when it comes to saving for retirement. The most common retirement plans for small business owners are the SEP IRA and Solo 401(k), […]

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Where to Invest After a 401(k)

by Darrow on September 06, 2017 in Retirement Planning, Infographics, Investing

Contributing the maximum amount to your 401(k), 403(b), or other employer-sponsored retirement plan should be a goal for many investors. Once you achieve it, the question then becomes: where to […]

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How Often Should You Rebalance Your 401(k)?

Like any investment account, rebalancing your 401(k) or 403(b) retirement plan is an important part of a successful strategy. Without periodic rebalancing, your asset allocation (the percentage of […]

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Self-Employed? Save for Retirement with a Solo 401(k)

by Darrow on June 07, 2017 in Retirement Planning, Business owners

Updated for 2018. The Individual (or Solo) 401(k) plan is very similar to a Traditional 401(k) plan, only designed for business owners with no employees. Compared to the other types of retirement […]

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How Self-Employed Business Owners Can Save for Retirement with a SEP IRA

by Darrow on May 09, 2017 in Retirement Planning, Business owners

Updated for 2018. The Simplified Employee Pension (SEP IRA) is a type of a Traditional IRA typically adopted by small business owners (sole proprietors, partnerships, C and S corporations), and the […]

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Can I Contribute to More Than One Employer-Sponsored Retirement Plan?

by Darrow on March 29, 2017 in Retirement Planning, Business owners

Updated for 2018. Can I contribute to more than one retirement plan? This is a common question for individuals that are not employed full-time in their business – independent consulting is a common […]

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Choosing Between a SEP IRA and an Individual 401(k)

Updated for 2018. Self-employed business owners have several retirement plans to choose from, and for small companies, the SEP IRA and Individual 401(k) are the most common. Determining which plan is […]

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