Balancing College and Retirement

2016-10-13T13:35:17+00:00October 13, 2016|Blog, Retirement|

Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take? If this hard choice sounds familiar, you’re not alone. Many Americans today struggle to balance their own financial future with preparing their children for success. As financial professionals, we [...]

Are you part of the 58% not receiving 401(k) advice?

2011-12-13T00:41:56+00:00December 13, 2011|Blog, Investments|

A few years back, Charles Schwab released a study entitled, “The New Rules of Engagement for 401(k) Success.”  70% of the survey respondents said their 401(k) is their only or primary source of retirement savings.  However, only 42% reported having received professional financial advice in the past two years. Schwab’s analysis found that the use of advice can have a significant impact on people’s behaviors in 401(k) plans.  Specifically, use of professional advice has a [...]

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