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Deciphering Earnings Season: Beats & Misses

by Bret Hartman

Earnings season hits Wall Street four times a year. Publicly traded companies will release their quarterly financial statements at the end of each quarter: In the beginning of April, July, October and January. Read More

Taking Social Security

Social security will not be around forever but it remains a tremendous benefit for Baby Boomers in retirement. Many Americans don’t realize that they aren’t maximizing the benefits they could be receiving. Here are three basic rules when it comes to maximizing Social Security benefits: Read More

Investing Young Makes a Huge Impact

To show how affective early investing is, we have an example of two participants:

Participant A starts to invest $2,000 per year starting at age 21 and stops at age 30. At age 60, the estimated value of Participant A’s portfolio is worth $367,000.
Participant B starts to invest $2,000 per year starting at age 31. By the time Participant B reaches 60 years of age, their estimated portfolio is worth $247,000. Read More

Roth IRA vs. Traditional IRA

There are several options to look into when you want to start an IRA or continue to put away money for the future. The two primary choices are a Roth IRA or Traditional IRA. It is important to ask your accountant or advisor if you qualify due to income limits and 401k disqualifications. Read More

Evaluating Your 401K Options

by Bret Hartman

Good news! Your employer offers a 401K plan. But in order to fully benefit from your company’s plan, you need to allocate your portfolio to best fit your situation.

To begin the process you should ask yourself the following questions: Read More