In our recent blog post, we touched on behavioral biases and the impact they have. Today we introduce a checklist to help you identify specific biases you may have towards assets you currently own.
Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing participants to make after-tax salary deferrals to their employer plans. Many clients may have the opportunity to contribute to a designated Roth account in their 401(k), but are uncertain about the best savings strategy for their personal circumstances.
When interest rates decline, mortgage refinancing becomes a particularly popular topic. Each client’s situation is unique, and many factors must be considered before making the decision to refinance.
There are a lot of important considerations to weigh before doing a Roth conversion. Use this flowchart to help you navigate the decision.
The loss of a job can mean significant financial strain for many individuals. Use this checklist to help guide you through some of the common concerns.
Starting a new job can be an exciting time. Use this checklist to get a better grasp on the financial considerations surrounding this new challenge.