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Specializing in financial planning for families
Retirement
Managing Your 401k During Career Transitions: A Faithful Approach to Financial Stewardship
Changing jobs? You have three options for your 401(k): leave it, roll it to your new employer, or roll it to an IRA. Here's how each option stacks up on fees, flexibility, and simplicity — and the stewardship question to ask before you decide.
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Jul 4, 20233 min read
Getting the Most out of Your 401k: Roth vs Traditional
Roth or Traditional 401(k)? The choice affects your taxes now, your taxes in retirement, and potentially tens of thousands of dollars in lifetime tax liability. A short video breakdown to help you think it through.
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Aug 18, 20221 min read
How To Get The Most Out of Your 401k: What is a 401k?
Part 1 of our 401(k) series: what a 401(k) actually is, and how it compares to an IRA, 403(b), and other retirement accounts. A short video overview to get the foundation right before making contribution decisions.
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Aug 9, 20221 min read
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