Posts Tagged ‘Retirement plans’

A Smart Start to the New Year

Monday, January 3rd, 2011 by Charles Mayfield, CFP®

A very Happy New Year to all of our clients, partners, friends and readers!  Hopefully the holiday season went off without a hitch.  After the champagne glasses and party hats have ... more »

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 »