Rolling Over Your 401(k): Options and Best Practices

What should you do with your old 401(k)? Here are four options, including pros and cons.

Investment ManagementParkshore Wealth ManagementSeptember 15, 2024401(k), Rollover, Retirement Savings, Retirement Planning, Job Transition, Cashing Out, IRA, Fiduciary Financial Advisor

Optimize Your 2024 Tax Strategy: Important Numbers to Know

As you file your 2023 tax return, it’s a good time to create a tax plan for 2024. Here are numbers that can help, including retirement plan contributions.

Tax PlanningParkshore Wealth ManagementApril 1, 2024Retirement Savings, 401(k), IRA, Roth, Deductions, Tax Brackets, Health Savings Account, HSA

Inflation’s Ripple Effect on Your Retirement Income

Here are steps to consider to help protect your retirement income against inflation.

Retirement PlanningParkshore Wealth ManagementApril 3, 2023Inflation, Retirement Savings, TIPs, Diversification, Social Security, Inflation Hedge

Empty Nest? Here’s How Your Financial Plan Can Change

Here are five financial areas to reassess once your kids leave the nest.

Financial PlanningParkshore Wealth ManagementMay 2, 2022Retirement Savings, Budget, Insurance, Empty Nest, Debt, Home