Government's Proposed 401K Changes

 

  ** All written content is for information purposes only. Material presented is believed to be from reliable sources. No representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. **

3 B's of Retirement

** All written content is for information purposes only. Material presented is believed to be from reliable sources. No representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. ** 

 

Retirement Q&A: Concerning '20-Somethings'

Continuing our interview with Kelsey, a 20-year-old senior working toward a bachelor’s degree in finance at UCO. This time the focus was on retirement. Even at 20, saving for retirement is on her radar, but she has some questions as to how to go about it.  

Retirement Patchwork

Depending on your age, this may be a bit of a stretch, but go with me on this for a minute: picture retirement. 

Retirement is Coming - Are You Prepared?

Hot off the presses! 

New research released by the Certified Financial Board of Standards, Inc. (CFP Board), in collaboration with global research firm Morning Consult, confirms that Americans are not prepared for retirement.