Financial Advisor Insights

Retirement Planning with a 403(b)

Updated for 2019. Although the 401(k) retirement plan is more common, many Americans have access to a similar employer-sponsored retirement plan called a 403(b) plan. 403(b) plans are generally used […]

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Beware of the Deferred Compensation Plan

A nonqualified deferred compensation plan (NQDC) allows executives to defer income until a later date, therefore avoiding paying income tax until the money is paid out. While the cash is in "deferral […]

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Saving for Retirement with a 401(k) Plan

Updated for 2019. One of the most common ways Americans save for retirement is through a 401(k) plan offered at work. As 401(k) plan assets typically represent a considerable amount of an […]

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Should I Sell or Rent My House?

As a result of the strong real estate market, many homeowners are wondering whether they should sell or rent their home after deciding to move on from their former primary residence. Owning an income […]

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Retirement Planning Strategies for Single Women

Updated for 2019. 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. […]

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SEP IRA vs Solo 401(k)

Updated for 2019. 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 Save After Maxing Out Your 401(k)

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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What Should You Do with Excess Cash?

How much money should you keep in cash and what should you do with excess cash? If you have extra savings in the bank, you may be wondering whether you should invest the money or pay down debt. […]
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Self-Employed? Save for Retirement with a Solo 401(k)

Updated for 2019. 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

Updated for 2019. 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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