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What is Pension Management and What Does a Pension Manager Do?
What is Pension Management? Pension Management is a crucial aspect of financial planning, especially for individuals and organizations...
B. Jenkins
Oct 2, 20234 min read
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9 Ways a Financial Advisor Can Help a Company Create an Employee Benefits Package
Creating an employee benefits package is an important method for a business to attract skilled, loyal employees. However, doing so can...
B. Jenkins
Sep 21, 20232 min read
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401k vs IRA: What's the Difference?
We’ve previously discussed both 401k plans and IRA plans (both traditional and Roth). In this article, we’d like to briefly compare the...
B. Jenkins
Sep 21, 20232 min read
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What Does Financial Freedom Mean? A Deeper Dive
We recently covered financial independence. In this article, we examine financial freedom, a similar & often related concept. Financial...
B. Jenkins
Sep 10, 20232 min read
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What is Financial Independence?
We hear a lot of talk about financial independence; financial freedom; and Financial Independence, Retire Early (FIRE). So much so, that...
B. Jenkins
Sep 10, 20232 min read
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What is Financial Independence, Retire Early (FIRE)?
Financial Independence, Retire Early (FIRE) is a concept that’s picked up a lot of interest in the past decade or so. It can be...
B. Jenkins
Sep 10, 20232 min read
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What is an IRA and How Does It Work?
We’ve previously covered other types of retirement accounts , but those are generally offered as benefits by employers to their employees....
B. Jenkins
Sep 10, 20232 min read
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What are the Differences Between a 401k, 403b, and 457b?
We’ve recently covered several different types of retirement accounts. Today, we’d like to compare & contrast three of these (401k,...
B. Jenkins
Sep 7, 20232 min read
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What Is a 457b and How Does It Work?
A 457(b) plan is a type of retirement savings plan offered by certain employers, typically government and tax-exempt organizations such...
B. Jenkins
Sep 6, 20232 min read
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What Does Retirement Planning Mean in Financial Planning?
Hand-in-hand with tax planning is a conversation about retirement for a number of reasons. Choices you make regarding financial...
B. Jenkins
Sep 6, 20233 min read
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What Is a 403b and How Does It Work?
We recently covered what a 401(k) is and some of its common aspects. In this article, we'd like to discuss a similar retirement plan...
B. Jenkins
Sep 5, 20232 min read
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How Does 401k Matching Work?
401(k) matching is an employer-sponsored benefit that encourages employees to save for retirement by providing additional contributions...
B. Jenkins
Sep 4, 20232 min read
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What is a 401(k) and How Does it Work?
Retirement is our topic of the day today, so we thought we’d dive into one of the most common retirement accounts available. A 401(k) is...
B. Jenkins
Aug 31, 20232 min read
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