Retirement Planning

401(k) Rollover Pitfalls

6 Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from a 401(k) plan, and you’re considering a rollover. There are some pitfalls you’ll want to avoid.

charitable giving

Charitable Giving

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways

Master Your Money Podcast: Building a Buffer

Master Your Money Podcast: Building a Buffer

On this week’s episode, we’re talking about the importance of building a buffer when it comes to your retirement planning with Greg Wachter, Vice-President, Risk Management for Barnum Financial Group.

running out of money after retirement

Avoid Running Out of Money After Retirement

Most retirees estimate they will spend less after retirement, but that is not always the case. Some expenses like travel and clothing may go down, but other expenses, such as medical bills and home maintenance, can be higher in retirement.

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!