By Greg Hart, CFP® Investors seeking income from their safer investments have had a tough time doing that the past few years. Interest rates have been at record lows and, because of economic weakness, are unlikely to go much higher anytime soon. If you need your investments to generate income, …
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Year-End Tax Strategies
By Greg Hart, CFP® As we quickly approach the end of 2020, it’s time to wrap up some loose ends and set yourself up for the new year. One of those loose ends is your taxes. Even though taxes are far from festive, proactively planning can save you money, and that’s cause for celebration! Here are …
Common Financial Mistakes Corporate Executives Make
By Greg Hart, CFP® I know several successful executives who are at the top of their game. They’re making their company hundreds of thousands of dollars each year. But they’re not doing much to save for their own retirement, minimize taxes, or plan for their estate. It’s not because they don’t …
How Much Risk Is In Your 401(k)?
By Greg Hart, CFP® When it comes to saving for retirement, you want to use all the resources available to you. One such resource many Americans have access to is a 401(k). A 401(k) is a valuable and important tool with many benefits to help you build your nest egg, but like most things, it’s how …
Are Your Old 401(k)s Collecting Dust?
By Greg Hart, CFP® If you’re like most people these days, you probably haven’t worked for only one employer for your entire working career. Chances are, as you move through your career, you’ll start to collect 401(k)s from old employers that you don’t know what to do with. Holding old 401(k)s …