Financial Resources & News

Should I take a loan from my employer-sponsored retirement plan?

By: Tina Schackman, CFA®, CFP®, Senior Retirement Plan Consultant It’s important to note that not all retirement plans allow loans to be taken, so you should consult with your benefits department or contact your plan’s administrator before considering a loan from your employer-sponsored retirement account (i.e., 401k, 403b, etc.). Whether or not to take a loan from your employer-sponsored...

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Emergency Reserves Can Help You Stick to Your Goals

By:  Michael Allbee, CFP®, Senior Portfolio Manager Volatility or down markets only become a problem if you’re forced to liquidate at the wrong time. If you have enough cash to get you through, you’re going to come out fine on the other side most of the time. We generally recommend setting aside funds to cover 3-6 months’ (6-12 months’ if retired) worth of non-discretionary living expenses...

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Not All Emergency Funds Are Equal

At the end of 2019, no one predicted that the unemployment rate would hit its highest level since the Great Depression, average wages would decline but household incomes would increase, thanks to government stimulus checks.  Had the U.S. government not provided stimulus checks, many more Americans would have struggled financially. Financial advisors typically recommend having at least 3–6...

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