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The Five Minute Financial Plan Podcast

Sep 26, 2018

Many executives at the Director level have multiple stock plans as part of their compensation. While this seems fantastic at first glance, it can complicate your retirement plan in the long-run – and make it harder for you to create a flexible strategy that helps you meet your goals.

So, what do you do when you...


Sep 19, 2018

The current maximum for 401(k) contributions is $18,500 each year if

you're under age 50, and $24,500 a year if you’re 50 or older. However, there is a hidden risk with aggressively saving to your 401(k) - you could potentially max it out too early.

Maxing out your 401(k) mid-way through the year comes with a variety...