10/17/2019 Jonathan Bednar Sent You Instructions on Setting up Facebook... - Luke Elliott https://web.lpl.com/owa/#viewmodel=ReadMessageItem&ItemID=AAMkADAyMGM3ZjRhLWQzZTQtNDBmMi1hZDk4LTgyNzE0NmIxODY2NQBGAAAAAABDGjjptBWJQJMc8sT5OwUGBwAfxWoBGbB… 3/4
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Common 401(k) Matching Mistake Thumbnail

Common 401(k) Matching Mistake

This is a common 401k matching mistake. You should review the language of your 401k each year. Subtle changes in policy and the language can greatly impact your finances.

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Retirement Plans: Mega Backdoor Roth Thumbnail

Retirement Plans: Mega Backdoor Roth

What is a Mega Backdoor Roth? It is a strategy that enables high-income earners to get around the income restrictions by making contributions to a Roth account in their 401(k).

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Insurance Review: Am I Covered?  Thumbnail

Insurance Review: Am I Covered?

The events that have transpired this year have forced many of us to take inventory of the important things in life. Here is why we think an insurance checkup should be a part of that conversation.

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Which Type of Retirement Account? Thumbnail

Which Type of Retirement Account?

Since millions of Americans are currently changing jobs, we thought it would be a good time to review the various types of retirement plans. As you switch careers, you should understand your options and determine which one fits your situation. Even if you are not making an employment change, you should still evaluate your current standing.

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Retail Ramshackle: Consumerism in the Post COVID-19 World Thumbnail

Retail Ramshackle: Consumerism in the Post COVID-19 World

As we watch the retail landscape change, it will be interesting to see the creative ways in which companies try to win our business. Realize it or not, COVID-19 has changed our consumer preferences. Retailers have a unique problem as consumers are looking for convenience, competitive pricing, and a good experience.

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