Posts Tagged ‘dollar-cost-averaging’

Top 5 – 401k blunders

Monday, July 12th, 2010 by Cass Chappell, CFP®

When we meet with a client for the first time, the conversation quickly drifts to their employer’s retirement plan.  The most common of these is the participant-directed Traditional 401(k), a qualified ... more »

Dashboard Dissected: Part 4- Distributions/Contributions

Tuesday, July 6th, 2010 by Charles Mayfield, CFP®

From time to time, our clients come to us with plans to make a big recreational purchase or inheritance checks that they want to deposit into their accounts. Understanding the impact ... more »

Corporate Cuts: Don’t be “Double-Dumb”

Monday, March 30th, 2009 by Charles Mayfield, CFP®

I got the "double dumb" phrase from one of my earliest career mentors, Bill Lohnes.  Bill was the managing director with the company Cass and I worked with before starting our ... more »

Making Cents for our Children

Monday, December 8th, 2008 by Charles Mayfield, CFP®

Have you started a savings account for your children?  Perhaps you have put money into a 529 plan for college.  Do you traditionally put money toward their future at the end ... more »