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Tag: retirement plans

Give Your Retirement Plan an Annual Checkup

By on December 9, 2015 in Newsletter Articles with 0 Comments
Give Your Retirement Plan an Annual Checkup

Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven’t revisited your plan yet in 2015, the end of the year may be an ideal time to do so. Reexamine your risk tolerance This past year saw moments that would try even the […]

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2015 Year-End Tax Planning Basics

By on October 14, 2015 in Newsletter Articles with 0 Comments
2015 Year-End Tax Planning Basics

As the end of the 2015 tax year approaches, set aside some time to evaluate your situation and consider potential opportunities. Effective year-end planning depends on a good understanding of both your current circumstances and how those circumstances might change next year. Basic strategies Consider whether there’s an opportunity to defer income to 2016. For […]

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Six Common 401(k) Plan Misconceptions

By on October 14, 2015 in Newsletter Articles with 0 Comments
Six Common 401(k) Plan Misconceptions

Do you really know as much as you think you do about your 401(k) plan? Let’s find out. 1. If I leave my job, my entire 401(k) account is mine to keep. This may or may not be true, depending on your plan’s “vesting schedule.” Your own contributions to the plan–that is, your pretax or […]

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Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

By on April 9, 2014 in Newsletter Articles with 0 Comments
Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

As a participant in your work-sponsored retirement savings plan, you’ve made a very important commitment to yourself and your family: to prepare for your future. Congratulations! Making that commitment is an important first step in your pursuit of a successful retirement. Now it’s important to stay focused–and be aware of a few key risks that […]

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February 23, 2013 – Social Security

By on February 23, 2013 in Radio Show with 0 Comments

Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director for New England joins to talk with host Chris Boyd. They will cover Social Security basics and making the most out of your benefits.

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Retirement Plan and IRA Limits for 2012

Many retirement plan and IRA limits are indexed for inflation each year. Some of the key numbers for 2012 are discussed below. Elective deferrals If you’re lucky enough to be eligible to participate in a 401(k), 403(b), 457(b), or SAR-SEP plan, you can make elective deferrals of up to $17,000 in 2012, up from $16,500 […]

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Factoring Health-Care Costs into Retirement Planning

By on January 24, 2012 in Insurance, Newsletter Articles with 0 Comments

There are many factors to consider in determining how much you’ll need to save in order to enjoy a comfortable and financially secure retirement. One often overlooked retirement expense is the cost of health care.

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