There are steps we can take to help address this looming retirement crisis. First, individuals and families must make saving for retirement a priority. It can be difficult to think about your 401(k) or IRA […]
Got a Roth 401(k) at work? Consider moving some of your traditional 401(k) savings over to the Roth, in a move that’s known as an in-plan Roth conversion. Be aware that just like any direct […]
When it comes to bucket lists, people prefer experiences over things, said Josh Ackerman, a certified financial planner at Context Financial in Lexington, Kentucky. When clients come to him, he gives the following advice: • […]
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