Financial Planning

To Roth or Not to Roth
Many 401(k) and 403(b) retirement plan participants are uncertain as to the benefits of saving their contributions on a Traditional (pre-tax) or Roth (after-tax) basis. As a reminder, although you get a current year tax deduction for pre-tax contributions, the principal and growth will be taxable in retirement.  In contrast, Roth contributions are made with  Read More →
Understanding Social Security Nuances: Spousal, Widowed, and Divorced Benefits
It’s no secret that Social Security can seem very complicated, even for your, normal retirement benefit.  Layer on any life-complexities and some may feel like they need a doctorate to understand it all! Cue our friends at MFS, who prepared several FAQ documents to help clear up the confusion around Spousal Benefits, Benefits for Widows  Read More →
Four Basic Steps for a Successful Retirement
We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to work toward a successful retirement. Learn the basics of saving and investing Understand the basic types of investment products, like stocks, bonds, and money market accounts.  Read More →

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