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Gratitude

Surprising Ways that Practicing Gratitude Can Impact Your Retirement Savings Strategy

Consider the ways in which an attitude of gratitude can serve you well now and as you prepare for retirement.

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P&S November 26, 2019
Finance for Couples

Considerations for Married Couples Claiming Social Security Benefits

And if you’re like most American couples, one important aspect of your joint retirement plan is the use of Social Security benefits. Here are some things to consider.

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P&S November 20, 2019
401(k)

Leaving Your Employer? Here are Some Options for Transitioning Your 401(k)

When you leave one employer for another, you may wish to transition your 401(k). Here are some options.

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Jacob Sturgill November 18, 2019
Financial advice

Finding Reliable Voices in the Online Financial Advice Chatter

Consider ways that you can protect your mindset when browsing financial insights and advice online.

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Jacob Sturgill November 11, 2019
Financial Planning Basics

Coordinating Your Investment Strategy with Your Financial Future in Mind

Over time, it’s important to check in on your investments and monitor their performance. Here’s how to check on your 401(k).

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P&S November 5, 2019
401(k)

How to Check on your 401(k) — And Why You Might Want To

Over time, it’s important to check in on your investments and monitor their performance. Here’s how to check on your 401(k).

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P&S October 16, 2019
Ask

Ask Jake: What are some common mistakes that investors make?

Today, we’re talking to Jake Sturgill to learn more about some common mistakes that investors make – and savvy investors can avoid these pitfalls.

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Jacob Sturgill October 11, 2019
401(k)

Ready for Retirement? Assess Your Retirement Readiness with this Handy Checklist

As you crunch numbers for your retirement planning, take some time to run through this retirement checklist to see whether you’re heading in the right direction to live your best life during retirement.

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Jacob Sturgill October 4, 2019
Ask an Advisor

Ask an Advisor: Which is better, a Roth IRA or a regular IRA?

One of the biggest mistakes we’ve seen with this Roth versus traditional IRA decision, is that people don’t evaluate fully what both options are.

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P&S September 23, 2019
401(k)

Thinking Retirement? Be Sure to Log These Important Birthdays​

Did you know that your birthdays become more important as you approach retirement? Let’s look at some important dates you’ll want to keep track of.

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Jacob Sturgill September 18, 2019
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