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™
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 could[...]
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 leaving[...]
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 chain,[...]
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 you[...]
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 win[...]
Paying for Kids – Without Dipping Into Your 401(k)
Aug 17, 2020
A happy and healthy family is a beautiful thing. Some of our most precious memories and character-forming experiences involve moments with our loved[...]