A 401(k) plan is a defined-contribution retirement account, which allows you to save a portion of your pre-tax salary to the plan. But many people have questions about their 401(k) plans that we answer in this podcast.

Home maintenance costs are some of the most common surprises for first-time home buyers. When they contemplate whether or not they can afford a new home, they typically consider whether they have enough money for the monthly mortgage payment, which normally includes taxes and insurance. Unfortunately, most people fail to add money to their monthly payment estimate to cover maintenance.

Healthy people think disability is something that happens to other people. We get up every day and go to work. We are able to care for our family without a lot of stress. But becoming disabled, even for a short period of time, is more common than you may think. This is where you need to have short- and long-term disability insurance.

If you have managed to save for retirement using a traditional IRA or 401(k), you may wish to consider doing a Roth IRA conversion. There are some good reasons for doing so, including managing taxes and avoiding required minimum distributions (RMDs) when you reach the qualifying age. But should you go that route?

There are two basic types of trusts. We will define and discuss revocable or living trust vs irrevocable trust. Learn more about each and how to choose the right one for you.

Selling a small business can be a complicated process and one that needs time to do it right. Learn what you need to consider before you start the process.

No one likes to talk about estate planning. Many people may feel they don't really need it or they are too young and feel they have a lot of time to plan. Or you may feel a simple will is enough, right? Not really.

If you’re a small business owner, it’s a necessity today to offer a retirement plan for your employees. If you want to attract good talent, it’s critical to provide a retirement plan. But there are several retirement plan options available for a small business that can cater to your needs.

Annuities can serve an important role within a portfolio. You just need to be careful how you’re using them. Learn more about the pros and cons of annuities and how they may fit into your retirement portfolio.

If you are thinking about selling an investment property, non-owner occupied property or vacant land, you should consider structuring the transaction as a 1031 Tax Deferred Exchange.