SEP IRA vs. Solo 401(k) – Which is Better for You?

By | 2018-08-09T13:34:09+00:00 March 29th, 2018|Financial Planning, Investment Management, Retirement, Starting Out|

Smart Retirement Options for the Self-Employed. Alexander Ognenovski, JD Self-employment has its advantages; yet also comes with responsibility, such as saving for your own retirement. When you work for an employer, you can usually count on there being a 401(k) plan or something similar already in place that you can contribute to. However, when you [...]

Spousal IRA — A Valentine’s Gift for your Spouse

By | 2018-02-13T17:04:41+00:00 February 13th, 2018|Family, Financial Planning, Investment Management, Starting Out|

Cynthia Rivera, JD Associate Advisor  Many of our financial decisions and future planning are borne out of love. To take care of those we love….is an ideal that permeates most of our daily thoughts and actions. So, on this Valentine’s Day, amid the flowers and chocolates you may want to consider a nonconventional gift for [...]

Are You Prepared for a Disaster?

By | 2017-12-20T10:25:21+00:00 December 12th, 2017|Family, Financial Planning, Investment Management, Legacy, Retirement, Starting Out|

Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that [...]

401(k) or IRA: Which Vehicle Makes Sense (for you).

By | 2018-02-27T09:40:06+00:00 November 21st, 2017|Family, Financial Planning, Investment Management, Starting Out|

Key Points to Consider. Alexander Ognenovski, JD Associate Advisor What’ll it be: a 401(k) or an IRA? Given the choice between putting money in an employer-sponsored retirement account such as a 401(k) or a self-directed savings vehicle like a Roth or traditional IRA, the ideal answer is “all of the above.”  But until (or even [...]