Simple question with a complicated answer. General rule of thumb on how much you should save for retirement is 10% of your pay from the time you are about 25 years old until normal retirement age of 65. Below are some key considerations. START EARLY! Above all, the most important …
Do I need Estate Planning?
Do I need Estate Planning? We get this question a lot and the answer is……. Maybe! Ok, I know, that isn’t much of an answer, but let’s dig a little deeper. Here is a three step test to see if you need Estate Planning! ASSETS FIRST, what type of assets do you own? Do you have multiple assets …
Key terms to know about your retirement plan…
One of the biggest reasons people don't participate in their company's retirement plan, is they don't understand a lot of the terms used in plan documents. Here are some simple ways to think about these terms. INVESTMENTS Default Investment Option - Sometimes referred to as a QDIA. This …
