The average person will change jobs 12 times during their working life according to US Department of Labor statistics. Often, this means we are leaving an old retirement plan behind. But how do we decide what to do with that savings? Certified financial planner...
401(k)
Are You Confident this Enrollment Season?
For most workplaces, the month of October is the Annual Benefits Enrollment period. It's an opportunity for eligible employees to enroll in or make changes to benefit plans for the upcoming year. Open Enrollment provides you the opportunity to make changes to...
WBIR: Aging Baby Boomers: Costs in Retirement
You’ve been busy raising your children and saving for college and now you are helping your aging parents! It may be difficult to set aside money for your own future -- planning for retirement is tough but figuring out how much money you'll need for health care is...
The When, Where, & How of Required Minimum Distributions (RMDs)
Almost every single client we meet with over the age of 65 asks “what about the required minimum distributions from my IRA?” and with good reason! Even if the specifics are not understood, what most do know is that this is very important to get right. The first...
WBIR: Saving for Retirement
If you are thinking about saving for retirement, you probably know that an Individual Retirement Account (IRA) is one of your options. But what exactly is an IRA, and is it right for you? Certified Financial Planner Paul Fain recently answered retirement account...
Knoxville News Sentinel: Financial Stocking Stuffers
As you pull down the stockings with care to see if St. Nicholas was there, I will stuff some stuff to make you aware. There are still five business days in 2016 to make last-minute changes to your personal financial plan. If your blessings exceed your needs, you can...