401(k) Year End Review Checklist
With the end of the year quickly approaching, it is an ideal time to review your 401k account. We sometimes take for granted that our 401k’s essentially run themselves once we set up our initial contributions and select our investments. It’s important from time to review what’s going on in your 401k account or any other corporate retirement accounts. The end of the year provides a great time to organize your plans for your retirement savings strategy so that you can start strong in the new year.
Read More
Andrew’s Favorite Books for 2019
The end of the year is upon us and this is a great time to look back at some of the books our team has read this year. Andrew has put together a list of his favorite reads from the past 12 months. There is something for everyone on this list!
Read More
How Do Stocks Perform In Presidential Election Years?
The 2020 presidential election is upon us and it is shaping up to be the most contentious election in a generation. The top question we keep getting asked is what this election might mean for your investments. Given the polarity of this election cycle, we decided to look at the historical market performance for stocks during election cycles to take some of the political noise out of this discussion. You may be surprised with what the data shows.
Read More
Have You Had These 12 Important Conversations With Your Parents?
These are the must-have conversations with your parents to start if you want to help them smoothly transition into retirement and beyond.
Read More
Retirement Plan contributions limits and changes for 2020
The IRS recently released contribution limit and income limit updates that will go into effect for retirement savers in 2020. While the amounts you can contribute to IRAs and Roth IRAs have not increased, there are some important increases for your employer retirement plans to highlight, allowing you to save even more for retirement.
Read More
PRESS RELEASE: Beginning of BEYOND WEALTH
Castlebar Asset Management and Fresh Financial Planning have joined together under a new name, Beyond Wealth.
Read More
Your Open Enrollment Checklist: 5 Things to Ensure You Do Before the Deadline
Want to make the most of your company benefits? Use this open enrollment checklist to make sure you don’t miss a thing
Read More
Should You Invest in Your Business - Or Diversify Away?
If you’re like most entrepreneurs, you want to bet on yourself. But you need to consider if you need to continue to invest in your business - or diversify.
Read More
A Game Plan For Parents: Paying For Private School
Paying for private schools is a sacrifice for parents. Here are some strategies to help make private school tuition less painful.
Read More
Max Your 401(k) The Right Way
Maxing your 401(k) too soon each year could be causing you to leave some of your employer match on the table.
Read More
A Guide To After Tax 401k Contributions
After tax 401(k) contributions have been a tricky area to navigate in the past. Thanks to an IRS ruling you can now roll them into a Roth IRA. Here are some reasons why it makes sense to supersize your 401(k) contributions.
Read More
Is An Individual 401k Or SEP-IRA A Better Choice For You?
SEP-IRAs have been the most common retirement plan for self-employed` individuals and small businesses owners. They allow business owners to contribute a chunk of money to their retirement plans while reducing their tax bills at the same time. Individual 401(k) may work better for you and have some different features that could be beneficial.
Read More
