by Taylor Johnson | Aug 7, 2019 | Plan Administration
Retirement Plan compliance is critical.Compliance for retirement plans is a moving target. As changes in the law occur, retirement plans are required to comply in both form and function with the new provisions as of the effective date of the law. Two governing...
by Taylor Johnson | Aug 6, 2019 | Ready to Retire
Unless you plan to work until you drop, you must prepare for retirement.According to The Balance, the average amount saved for those who are 50 to 55 is $124, 831 (“Average Retirement Savings,” 2018). You don’t need a calculator to realize that $124,000 is not...
by Taylor Johnson | Jul 31, 2019 | Halfway There
How to Plan for Children’s College EducationWe all know that there is a big difference in the cost of education depending on where you send your children to college. Much of the decision on where to go, and therefore the expense, is dependent upon a realistic matching...
by Taylor Johnson | Jul 15, 2019 | Basic Retirement Tips
Contributions are made to your retirement savings plan and can be made either pre-tax or after-tax. This leaves us with the question—should the contributions to your retirement account be pre-tax or after-tax? Pre-tax, or traditional, means that you don’t pay taxes...
by Taylor Johnson | Jul 3, 2019 | Ready to Retire
Here are 5 factors that may affect your retirement savings(1) InflationReduces how much you can buy today, compared to last yearHistorically, inflation averages 3% annuallyYour investments need to keep pace with or outpace inflation(2) Investment RiskDetermine how...
