Latest articles by Matt Hausman, Registered Investment Adviser
-
5 Things Your Kids Should Know Before They Inherit Your Money
retirement An inheritance shouldn't come as a big surprise to your beneficiaries. They need to be prepared for the gift, and the taxes and decisions that come with it. So even if it's awkward, you need to have a chat.
retirement -
What to Consider Before Filing for Social Security Early
retirement When to take Social Security: It’s THE question for people as they approach retirement, and there’s lots to think about.
retirement -
Can You Save Too Much in Your 401(k)?
401(k)s Over-investing in your 401(k) can lead to a taxing retirement. It's one of the biggest mistakes investors tend to make, and it’s avoidable.
401(k)s
