by Judy Carlson | Oct 9, 2025 | 401(k), Financial Advisor, Investments, Long-Term Care, Medicare, Retirement, Social Security, Wealth Management
When you hear the word plan, what comes to mind? Maybe it’s your calendar. A recipe. Directions on your GPS. Each of these may have one thing in common: they tell you what to do next. That’s the heart of a true plan—clear steps that guide you toward a goal. And yet,...
by Judy Carlson | Jul 29, 2025 | 401(k), Retirement, Taxes, Wealth Management
Your 401(k) might be your biggest retirement asset. But, is it getting the attention it deserves? Many employees are automatically enrolled in their company’s 401(k) plan, defaulted into a Target Date Fund, and never revisit it. Over time, that “set-it-and-forget-it”...
