Retirement
  • Rollover vs. Distribution: Navigating Retirement Plan Options

    Kacy Reece-Balboni

    Planning for retirement involves making many important decisions, including what to do with your retirement plan when you leave a job. When it comes to your retirement plan, the decisions you make today can have a major impact on your future. One of the key choices you'll face is what to do with your retirement savings when you leave a job. Should you roll it over into a new account or take a distribution? Let's explore these choices to help you make an educated decision.

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  • IRS Announces 2024 Retirement Plan Limits

    Alex Assaley, AIF®

    Do you know what's changing for retirement plans in 2024? The IRS has announced the 2024 plan limits, and these changes will take effect in the upcoming tax year on retirement-related items. Employees in 401(k) plans will be able to contribute up to $23,000 next year. The limit increased by $500 from 2023. 

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Investing
  • Are Stocks or Real Estate a “Better” Investment?

    Investments in both stocks and real estate have created wealth… and lost it, too. They are similar and dissimilar. The better question is which is “better” for you? Investors often focus on an investment’s potential to make money or to avoid losing it. But the most successful investors consider BOTH the “dollars and cents” and whether the investment “makes sense” for them.

  • Should You Use a Mood Ring to Determine Your Risk Tolerance?

    It’s tough not to get moody about lousy financial markets. And it’s easy to let our moods influence the way we feel about the money we already have invested or influence whether we invest more. In fact, our moods influence the way we think about investing in good times and bad. But letting the color of your mood ring dictate your investment strategy is not likely a good recipe for investment success.

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