Category: 401k

Live Webcast – Take Control of Your 401(k)
Sep 22, 2021
Join us for a live webcast presented by Gregory Ostrowski, CFP®, CRPC®, BFA™
Can the ‘Rule of 55’ Help You Plan for Retirement?
Sep 06, 2021
If you’re one of the younger Baby Boomers, retirement planning is something you are most likely spending some time thinking about.
Roth 401(k)s Grow in Popularity; Financial Advisor in Annapolis Weighs-In on the Trend
Aug 23, 2021
You may have heard of a Roth IRA. But a Roth 401(k)? What’s that?
A 401(k) AND an IRA? Financial Advisor in Annapolis Explains Why You’d Want Both
Aug 16, 2021
The most common types of retirement accounts are the 401(k) and the IRA, and as a financial advisor in Annapolis, we help clients decide which[...]
3 Types of Retirement Plans: When You’re Self-Employed, Which 401(k) is Right for You?
Jun 28, 2021
Retirement planning can be complicated when you do have access to an employer-sponsored retirement plan. There are decisions to make, options to[...]
8 Things You Should Consider Doing with Your 401(k)
Jun 15, 2021
A lot of people have access to a 401(k), but unfortunately, way too many of them aren’t entirely taking advantage of it, and ultimately, are[...]
A Financial Advisor’s 10 Tips to Reducing Debt
Nov 30, 2020
It might start out fairly innocent – a credit card purchase for $500. But if left unchecked, a small portion of debt can grow into a ball and[...]
Your Retirement Plan and a Job Change: What You Need to Know
Nov 09, 2020
If I change jobs, what happens to my retirement plan?
Who Needs a Financial Advisor?
Nov 02, 2020
We may seem biased, but frankly, many people can benefit from working with a financial advisor. A comprehensive financial plan is devised to help[...]
How to Become a Retirement Plan Millionaire – The Number is Increasing
Oct 27, 2020
Who doesn’t want to be a millionaire someday? The problem is, many people think the only way they’ll ever have a seven-figure bank balance is to[...]