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Whitaker Myers
Apr 6, 20223 min read
APRIL 1ST IS 401(K) DAY!
Did you know that April 1st is 401(k) day? Okay, maybe 401(k) day isn't a real holiday but it might serve as the motivation you have been...
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Griffin Lusk
Apr 1, 20225 min read
REBALANCING & RECENCY BIAS - SIMPLE CASE STUDIES
If you are a fan of Dave Ramsey, you are likely aware with the concept of spreading out risk with long-term retirement investing by...
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John-Mark Young
Mar 27, 20227 min read
AON HEWITT STUDY: 401(K) PARTICIPANTS RECEIVING HELP IMPROVED PERFORMANCE BY 3.32%
The year was 2005 and I was purchasing my first home. It was a small modest ranch with three bedrooms, 1 bathroom and an attached one car...
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Whitaker Myers
Mar 25, 20224 min read
NUMBER ONE INDICATOR OF WEALTH
Before we answer this question, ponder to yourself what you think the number one indictor would be for building wealth and having a...
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Logan Doup
Mar 16, 20222 min read
HEALTH SAVINGS ACCOUNT BASICS
A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...
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Kelly Kranstuber
Mar 9, 20222 min read
MY SPOUSE DOESN'T WORK? HOW DO I SAVE FOR THEIR RETIREMENT?
This is a great question that I get quite often. Many married couples have one income earner in the family and in many circumstances,...
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John-Mark Young
Feb 6, 20224 min read
TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)
I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...
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John-Mark Young
Dec 13, 20214 min read
ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD
Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...
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John-Mark Young
May 17, 20213 min read
ROTH CONVERSIONS - IDEAS TO CONSIDER
An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...
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Whitaker Myers
Jul 21, 20205 min read
OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS
If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan that you participate...
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