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Retirement

Pretax vs. post-tax (Roth) contributions to your retirement plan

January 10, 2023 By Jacki Liautaud

Deciding between pretax or post-tax (Roth) 401k contributions? Here are some tips.

Traditional IRA to Roth Conversion “How To”

October 19, 2022 By Jacki Liautaud

A Roth conversion is moving funds from a traditional pretax retirement account to a Roth after tax retirement account. It sounds simple, but there are many questions around the practical how tos.

Maximize your 401k contributions with automatic increases

August 19, 2022 By Jacki Liautaud

Take advantage of automatic enrollment and automatic increases in contribution levels to your 401k at work to help you save for retirement.

What exactly do financial planners do?

August 11, 2022 By Jacki Liautaud

What exactly do financial planners do? Financial planners can assist you in various stages of your life by helping you make financial decisions that align with your goals.

All About Roth IRAs

April 28, 2022 By Jacki Liautaud

Here is some information about Roth IRAs, which are a type of individual retirement account.

Preventing Elder Financial Abuse

April 20, 2022 By Jacki Liautaud

Take these steps to help prevent elder financial abuse.

What should I do with my old 401k?

January 7, 2022 By Jacki Liautaud

Think carefully when deciding how to handle 401k accounts from an old employer.

Money Mindfulness

November 19, 2021 By Jacki Liautaud

Being mindful about money can help us achieve our dreams.

Backdoor Roth IRA FAQs

August 27, 2021 By Jacki Liautaud

Quick answers to common backdoor Roth questions.

Financial Checklist: Receiving An Inheritance

April 29, 2021 By Jacki Liautaud

Bringing your whole humanity to your professional life can be beneficial.

Estate Planning for Everyone

November 5, 2020 By Jacki Liautaud

Estate planning for all ages goes beyond wills and trusts

Lily Pads and Investing

October 1, 2020 By Jacki Liautaud

A lily pad riddle illustrates the value of exponential growth

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