The Shift to 401(k)s and the Real Issues at Hand
This week we are reading about the growing problem of a lack of proper retirement planning and the unfortunate dilemma of death and taxes…should death be taxed?
Category: Education
Is Investing Risky and Complicated?
Are you struggling with weighing the risk and reward to investing? Hint: It may be a riskier move not to invest.
Addressing an Old 401(k)
What should you do with an old 401(k)? One option is to roll it over into your current employer’s 401(k) plan, but is that the best choice?
Staggering Statistics
What do you get when you save $40/month for 35 years? The answer is $17,000 and that is not enough for retirement. Sadly, that is the median savings for a 60-year old in this country.
“It Is What It Is”
What else have “THEY” told us that is just irresponsible thinking? In this blog we reflect upon the common saying, “It is what it is.”
“What You Don’t Know Can’t Hurt You”
Is ignorance really bliss? Let’s explore more of the common sayings that are meant to enlighten us, but just leave us scratching our heads.
How Do Restricted Stock Grants Work?
The ins and outs of restricted stock grants and what you should know about how to best handle them for maximum output.
Are Old Financial Rules Hurting Your Retirement Plans?
There is quite a bit written about the retirement crisis in America. Do you ever wonder if there is a crisis?
Big Data, Hidden Fees, and Unlikely Incidents
What do loan applications, pies, Teddy Roosevelt, and Minotaurs have in common? Well, you will have to check out Thad Schlaud's latest blog to find out!
Roth IRA 5-Year Rules
You read that right. There is not one, but two 5-year rules for Roth IRAs. While that may sound confusing, in his latest financial planning blog, Thad Schlaud breaks down what these rules are, how they work, and when they may be relevant to you. Take a look!
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