I worked with two clients this week to help them rebalance their employer plan accounts. Since many of you likely have similar accounts (likely in need of attention), let’s review the process. Employer plan refresher Before diving in, let’s clarify what I mean by “employer-sponsored retirement plan.” These are plans employees are offered by their […]

We’ve talked about the term Safe Harbor before (in regards to estimated tax payments – you can revisit that post here). This week, a client reached out regarding another type of Safe Harbor. She said her friend had brought up the concept of Safe Harbor retirement plans and she wondered not only what they were […]