by saratyler | Apr 12, 2017 | Blog, Newsletters
Tax season is trying for us all. As we approach the April 15th filing date, what should you do with your refund? We spend most of our working days helping people convert their savings into retirement income, or planning to do so. What can you do now to enhance the...
by saratyler | Apr 12, 2017 | 401(k) Shield
Winners and losers are difficult to pick in the NBA or NFL, but in my 27 years in the financial planning business I have noticed one almost sure thing. People who use their 401 (k)’s effectively are more likely to retire financially independent. A recent survey by...
by saratyler | Mar 21, 2017 | 401(k) Shield
We all have “idiot lights” on the control console of our car. Most of us have had the check engine light come on and thought, “Everything seems fine, I will deal with it later.” Sometimes that works out, sometimes it doesn’t. There are a few warning signs that your...
by saratyler | Feb 13, 2017 | 401(k) Shield
“If you don’t know where you are going you might end up somewhere else.” Yogi Berra People who are on the right track for retirement are different. According to a study by Lincoln Financial: 71% have created a financial plan; 98% are focused on the future; and, 78%...
by saratyler | Jan 10, 2017 | 401(k) Shield
My brother had a saying that being a good employee didn’t pay better—but it did pay longer. That is true not just for the employee, but also for the employer. The impact to the bottom line of a happy employee compared to that of a disgruntled one or even more,...
