6 Common 401(k) Myths, Debunked

6 Common 401(k) Myths, Debunked

If you’re like many of our clients, you have access to a retirement plan through your company. The most common type of plan we see is an employee-directed defined-contribution plan, like a 401(k) or 403(b). You probably have a 401(k) if you work for a typical...
The Trip of a Lifetime

The Trip of a Lifetime

As financial planners, we spend a lot of time talking about your vision for retirement. What would you do if you weren’t working? How will you spend your time? More often than not, the answer includes a dream trip or some amount of travel. We love hearing about travel...