BD Planning Partners

Is maxing out your 401(k) enough for retirement? You fully fund your 401(k) retirement account every year, sacrificing a fatter paycheck today for financial security down the road, and for that, you should be proud. Depending on your income and future lifestyle, however, it may not be enough.

Markets: 2023 lessons for the coming year … in 5 charts Despite the gyrations and the travails, progress has been made, and we must take stock of where we are, and what we have experienced, so we can, with any luck, make better decisions about the future that we face (however uncertain that may be).

Tips to help maximize your retirement income Given today’s retirement realities, it’s crucial to think about how you define retirement and how you intend to manage your income, typically a combination of money from retirement accounts, Social Security payments, and proceeds from investment contributions made over the years.

Merry Christmas!

Estate planning 2023: ‘Tis the season for gifting Have you considered the role that gifting can play in effective year-end financial planning?