Articles

Ask a Retirement Plan Advisor: Should I Use a Roth 401(k)?

By Teresa Conley | July 12, 2016

Clients often come to our retirement investment advisors with questions about Roth IRAs; how do they work? What are the differences between a Roth and a 401(k)? Which plan is best for my specific needs?

The good news is that you can take advantage of the Roth's "pre-paid" taxes feature now, so that you don't have to worry about paying taxes on that money -- or its investment gains -- in the future. This increases both your flexibility and your tax diversification in retirement. 

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Save the Date: Retirement Investment Advisors Share a Timeline

By Teresa Conley | May 19, 2016

Driving a car at 16, voting in elections at 18, your first legal drink at 21... these significant ages are etched into our cultural consciousness. Unfortunately, retirement milestones aren't quite as front and center as many other important save-the-dates -- but they should be.

Our retirement investment advisors often speak with clients about the sign posts to look for along the road to retirement to help them plan for the future. You're definitely not alone on your journey; since 2010, 10,000 people hit the age-65

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Warning Signs: Is it Time to Find a New Investment Professional?

By Jeremy Sorci | October 18, 2015

Recently, a client asked how to recognize the best time to change investment professionals. We know that the need for a trusting relationship based on confidentiality and specialized attention is paramount, and a client-advisor relationship that doesn’t meet these standards should be re-evaluated.

That said, there’s no black-and-white answer to this question – as change for change’s sake alone isn’t always a good idea – but there are a few signs that point to the need for a new financial advisor. Here’s how to know when it’s time to seek a new wealth advisor.

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