FREE SHRED EVENT: Join our free shred event Saturday, September 26 from 9:00am to 12:00pm (Hunt Valley office)

Retirement

Retirement

New Year’s Retirement Planning Checklist

By Tracy Scott If you’re exiting the workforce in the new year or are simply one year closer to retirement, use an annual financial checklist to ensure you stay on track to creating the retirement lifestyle of your dreams. Without a periodic review of your financial plan, you might find you haven’t saved enough money for necessities, such as living … Continue reading

Couple reviewing finances with planner
Budgeting & Saving | Retirement | TaxesLeave a comment

How to Roll Over 401k To A New Employer

Getting a new job often means having to make big decisions about what to do with your employer-sponsored retirement plan. Many employers provide employees with either a traditional 401k, Roth 401k plan, or similar option. These plans provide big benefits to individuals during their employment. The majority allow employers to contribute and even match an employee’s investment. And, they are … Continue reading

401k and IRA