Understanding the Roth 401k vs Traditional Unbeknownst to many investors, companies have the option of offering their employees a new different type of tax-advantaged retirement plan: the Roth 401(k). Not all sponsors of traditional 401(k)s have adopted the Roth feature, but it is not too early to consider whether contributing after-tax dollars [...]

How 529 College Plans Impact Financial Aid If you are worried about being able to afford college costs for your children or teens, a 529 education plan might be one way to boost your savings. These plans allow you to save and invest for college while perhaps enjoying tax advantages now and [...]

The Basics of the 401k - Thoughts from a Financial Professional Most often, the first question a prospective employee will ask is about your company’s benefit program. And in my experience, the two most often-asked questions are about health insurance and an employer-sponsored retirement program. Let’s examine the most common employer-sponsored retirement [...]

Dear Valued Investor, As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us. The S&P 500 Index had its worst April in more than 40 years, leaving the index down over [...]