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…and 403(b) Plans & 457 Plans First things first, a 401(k) is NOT an investment. It is a TYPE of qualified retirement account. You, as the participant of the company retirement plan, must choose HOW to invest your money within the 401(k) account. When you start a job at a mid-sized or larger private employer,…
The Form ADV is publicly available paperwork that must be filed with the U.S. Securities and Exchange Commission (SEC) by all financial advisor firms with more than $25 million in AUM. Form ADV includes dozens of pages of information about a firm, including its fee structure, total assets under management, other business activities, any disciplinary…
What you should know. The Inflation Reduction Act *quick note: items in this bill won’t have an impact on inflation for years to come Tackling Climate Change Electric Vehicle Credits – for New and Used vehicles. Homeowner’s Credits – includes heat pump water heaters, heat pump systems for heating, HVAC, and upgrading solar panels and…
Keith Weiss CFP® 