Planning Perspectives

401K Financial Advisor Retirement Planning

5 Steps to Maximize the Benefits of Your 401k Plan

A 401k plan can be a wonderful savings vehicle, but many employees don’t know how to navigate the plan to maximize the benefits it can offer in retirement. Contribution levels, matching opportunities, investment options and costs are all factors that need to be considered. Here are five steps to help you optimize the potential benefits…


Our Take on Current Market Conditions

As a fiduciary advisor, you might already be able to guess what our take is on current market news: Unless your personal goals have changed, stay the course according to your personal plan. Still, it never hurts to repeat this steadfast advice during periodic market downturns. After all, we understand that thinking about scary markets…


2017 in Review

At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. However, equity markets…


2018 Contribution Limits for Retirement Accounts

Annual contribution limits for retirement savings accounts for 2017 and 2018, as established by the IRS, are listed below. Please keep in mind that contributions to Traditional IRAs, Roth IRAs, and SEP IRAs can be made up until the time your tax return is due, including extensions.   Core Wealth Management is a fee-only wealth management…