Improving lives through sound financial planning.

Is your 401k on track?

By Ellen Anderson | August 17, 2022

Managing your 401(k) plays a critical role in determining the success of your retirement plan. For about one-third of American workers (32%), retirement accounts are expected to be the primary source of retirement income, according to Transamerica Center for Retirement Studies. In other words, your 401(k) may be a meaningful part of your portfolio and […]

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How to use a Roth for College Savings?

By Phil Tull | August 2, 2022

When it comes to college savings most people have heard about 529 plans, savings bonds, and custodial accounts. However, there is another player in the game that many overlook that provides a dual-purpose investment option. Custodial Roth accounts, known for their post-tax investment growth for retirement, can also have a place in the college savings […]

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5 Important Steps in Retirement Planning

By Drew Overton | June 27, 2022

The title of this blog may lead you to believe this is only for people within a few years of retiring. However, the inverse is true: the younger you are, the more important this information is for you. So, first off – what is retirement planning, exactly? It can sound like an overwhelming and far-away […]

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