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 …
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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 …
What Does Fee-Only Mean To You?
By Greg Hart, CFP® If you’ve spent any time researching financial advisors and their firms, you may have come across the term “fee-only”. You will usually find a fee-only advisor working at a Registered Investment Advisor (RIA) firm. They provide services and planning that, by law, can only be in …