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403(b)

End of Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2019.                          What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? If notable changes occurred in your personal or professional life, then you will want to review your...
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Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths It seems high time to dispel some of these misconceptions.   Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   “When I’m retired, I won’t really have to invest anymore.” Society still...
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Minimizing Probate When Setting Up Your Estate

Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of a decedent’s accumulated assets.1 What do those fees pay for? In many cases, routine clerical work. Few estates require more than...
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