The Importance of Updating Your Beneficiaries

By Dana Hage | September 25, 2021

A few weeks ago, my fiancé got an email from the custodian that holds his 401(k) reminding him to check his beneficiaries. While he was surprised to receive the reminder, he was also grateful, as he realized he had never named anyone as the beneficiary of his account. The importance of having a beneficiary is […]

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Retirement Without a 401(k)

By Phil Tull | September 9, 2021

When we hear the word “retirement” we almost synonymously think 401(k). But what if you don’t have a 401(k)? Can you still invest and plan for retirement?? While a 401(k) is largely the most popular and most well known of retirement plans, it is not by any means the “end all be all” of retirement […]

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Retirement Planning Milestones

By Amy Pucci | March 4, 2021

Financial planning as we approach and walk-through retirement can be confusing. Retirement account contributions, retirement account distributions, social security options, Medicare options—oh my! While all this seems like a lot to navigate, growing older has many perks, as a retirement financial advisor can tell you! Here are some key milestones to help navigate your retirement […]

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