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24 Apr

[caption id="attachment_1585" align="alignright" width="200"] Tyler Nace, CFP® is a financial advisor for Southwestern Investment Group in Dallas, TX.[/caption] Searching for a financial advisor or financial planner in Nashville should represent a fun financial achievement. After all, you are the one who has worked long and hard and made disciplined decisions to be in a position to hire a professional to help you organize your financial life. As you have likely already realized, there...

13 Dec

For anyone approaching retirement, one of the most important considerations is financial security. Although there's a lot to look forward to in retirement, it's natural to think about how you'll spend your time, what you'll pass on to your heirs, and if your money will even outlast you. With an average retirement of 28 years1, it's easy to see how many retirees run out of money. But this article isn't...

28 Oct

It’s never too early to start thinking about retirement. Whether you’re 20 or 50, you need a plan for your post-career life, and an individual retirement account (IRA) may be the answer. There are a few different types of IRAs, including traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA. The traditional IRA is quite common and has many benefits. Unlike a 401(k)—another type of retirement account—a traditional IRA isn’t funded...

20 Oct

What does 401K stand for? How much can you contribute to a 401K per year? When can 401K savings be withdrawn? Is a 401K taxable? A 401K plan is sponsored by an employer as a retirement savings plan for an employee. It's a defined-contribution plan, meaning that the balance in the employee's acount depends on contributions made to the plan and the performance of plan investments. The employer is usually not...

26 May

The most common types of IRAs—traditional, Roth, SEP, and SIMPLE—provide various kinds of benefits, but the Roth IRA is probably the favored among financial professionals. Established as part of the Taxpayer Relief Act of 1997, the Roth IRA gets its name from Former Representative and Senator William V. Roth of Delaware.

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11 Mar

Few things in life can trump the satisfaction of entering into a well-planned retirement. Yet despite years of planning, many people still run out of money. Here are a few tips to help you enjoy your retirement.

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