What to do With Your Old 401k The investment landscape is littered with old 401k accounts. Let’s talk about something many of us are guilty of: leaving behind old 401k accounts like forgotten toys from our childhood. Ever worked at a company, diligently set...
Navigating the Art of Gifting: Understanding Tax Implications and Smart Strategies Picture this: It’s a warm Sunday afternoon, and you’re surrounded by the familiar buzz of a family gathering. As the sun streams through the window, Grandma pulls you aside...
Why The 4% Withdraw Rule is Wrong Imagine retiring with peace of mind, confident that your savings will last. The 4% withdrawal rate rule promises just that. But is it foolproof? Once you begin to think about retirement, you will stumble upon the 4% withdrawal rate...
