A recent change in federal law is likely to significantly impact individuals with smaller 401(k) retirement plans left behind at their previous employers. Although the new law is intended to be beneficial, it is essential to note that there may be potential negative consequences that the public should be aware of. The History The landscape […]
Last week, we explored the concept of FAST goals, emphasizing the importance of taking immediate action for goal attainment. If you’re looking for an effective financial strategy to take action in the new year, then the Back-Door Roth IRA could be a strong option to consider. Back-Door Roth IRA: A Strategic Financial Move If your […]
As we begin a new year, it’s a great time to reflect on the past and set strategic goals for the future. What did you accomplish in the previous year? Did you have any written goals? If not, do you think having them might have helped you accomplish more? Many people never write down their […]