March 12, 2018

2018 Retirement Plan Contribution Limits

Maxing out your retirement account contributions can be a smart financial move not only to help reduce your tax bill, but also to ensure you’re setting aside enough money for the future.  But do you know how much you’re allowed to contribute? Contribution limits can vary greatly depending on the type of retirement account(s) you have.  Some accounts also have catch-up contribution options available for those who are nearing retirement. To find out how much money you can contribute to your retirement account(s), click below to download “2018 Retirement Plan Contribution Limits.” Have additional questions about funding your retirement account(s) or making 2017 contributions before Tax Day?  Contact our office today! Read More
March 5, 2018
California Retirement Advisor - Choosing the Right Financial Advisor

Choosing a financial advisor in 5 easy steps

Preparing for retirement can be overwhelming, and between tax, estate, insurance, and investment planning, some important aspects of your financial plan can be easily overlooked if you’re not working with a competent professional.  A qualified financial advisor can help you ensure that all items are being considered, but not all advisors are created equal.  So how do you decide who to work with? With endless options available, choosing a financial advisor can be difficult.  However, there are certain qualities to look for to help you narrow down your choices and make sure you find a qualified advisor that best fits your needs. Click below to download “Choosing the Right Financial Advisor in 5 Easy Steps.” Read More