Eric Blattner 5/1/23 Eric Blattner 5/1/23

What Should I Do With My 401(k)?

Target-date funds have grown in popularity for retirement savers. And for good reason. But are they the right answer for everyone? See where it might make sense to consider a more tailored approach to allocating retirement plan assets.

Eric Blattner 4/21/23 Eric Blattner 4/21/23

Did I Just Pay Too Much Tax?

Not happy with your tax bill? Now that most individuals and families have filed 2022 taxes, it could be an ideal time to start tax planning for next year.

Eric Blattner 4/14/23 Eric Blattner 4/14/23

Are Stocks Ugly?

Are stocks as unappealing today as they have been in 15 years? By one measure, the answer may be yes. Still, stock investors may be well-served to focus on the long-term.

Eric Blattner 3/27/23 Eric Blattner 3/27/23

The Fed Might Be Finished Raising Rates. Should You Sell Stocks?

Should you sell stocks if the Fed is finished raising rates? Here are a few things you may want to consider.

Eric Blattner 3/14/23 Eric Blattner 3/14/23

Is Cash Safe? Considerations for Investors Following Silicon Valley Bank

Is cash safe? Things to consider for savers as banks come back into focus.

Eric Blattner 3/9/23 Eric Blattner 3/9/23

New Employer? Things to Consider Regarding the Old Retirement Plan.

You have a new employer. What should you do with the old 401(k) or retirement plan assets? Leave it where it is, bring to the new employer’s plan, or rollover into an IRA? Here are some of the key considerations around taxes, investment options, and fees, as well as a few other items to take into account.

Eric Blattner 2/23/23 Eric Blattner 2/23/23

When Does 13,000 = 1,000,000?

529-to-Roth conversion introduces some new planning concepts for new parents and grandparents. And no just for education. We explain how an early 529 contribution of $13,000 could grow to be worth over $1,000,000 in tax-free money for the child.