The Power Behind Automatic Contributions
19Dec 2018

Written by Gregory Palacorolla, CFP ® Did you know that, according to the U.S. Census Bureau, just 1/3 of working Americans are saving money in an employer-sponsored or tax-deferred retirement account? This fact makes you wonder how many people understand the power behind automatic contributions to a retirement account, and the magic of compounding. The […]

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25Jan 2018

Thomas M. Geier, CPA, CFP®, PFS When an emergency happens and money is needed to pay the unexpected expenses that go along with it, some people look to their retirement savings as a necessary source of funds. And, in fact, you can take distributions from your retirement accounts at any time. In fact, there is […]

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29Nov 2017

Written by Thomas M. Geier, CPA, CFP®, PFS According to the Bureau of Labor Statistics, people are changing jobs more frequently than ever before.  Unlike prior generations, increased mobility, rapidly changing technology, and the desire for flexibility from both employers and employees have altered the way people view a successful career. In fact, the average […]

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22Dec 2016

Thomas M. Geier, CPA, CFP®, PFS If you have not already done so, now is a great time of the year to review your current company 401k plan elections. Although most employer plans now allow changes to elections and contributions at any time, year end seems like an ideal opportunity to evaluate and plan for […]

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22Jul 2016

Thomas M. Geier, CPA, CFP®, PFS Most investors are very well acquainted with traditional Individual Retirement Accounts or IRA’s. They have been around since 1974, when Congress passed the Employee Retirement Income Security Act (ERISA) to allow for tax deductible contributions to an IRA. Since that time, the Investment Company Institute estimates that over $7 […]

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