Each year, the IRS sends notices to taxpayers for various reasons. While your first instinct when you see an IRS notice might be to panic, take a minute and relax–many …
401k Loans: Should Plan Sponsors Offer the Ability to Get Them?
WHY IS GETTING A 401k LOAN ON THE RISE? The concept of a 401k loan (borrowing from a 401k account) is nothing new. However, now that millennials (individuals aged 19-35) …
Roth vs Pre-Tax Contributions: Which Should You Choose? [VIDEO]
Watch the video to get some help deciding. Check out our course “Step-by-step Guide to Your 401k Plan” for more help. Roth vs Pre-Tax: What’s the difference? Pre-tax contributions are …
The Market is More Powerful than You [VIDEO]
Watch the video to learn why. There is a lot of confusion around the stock market… how it works, and what it takes to invest successfully. Many investors choose to …
Donald J. Trump’s 100 Day Agenda and its Implications for Global Financial Markets
In my opinion, there are two indisputable truths about President Trump’s 100 Day Agenda and its impact on the global financial markets. First, financial markets (particularly equity markets) hate uncertainty. …
