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Retirement

What To Do With Your Old 401(k)

It’s well advertised that we are trending away from the days when a person would work their whole career at one company, and we’re now in an era where the average person will have many different jobs over the course of their life. I’m not here to debate the pros and cons of that movement, […]

WealthPoint Town Hall Webinar Summary

WealthPoint recently hosted a town hall webinar with Apollo Lupescu of Dimensional Fund Advisors to discuss the current state of the markets and what investors should do next. Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of […]

Employee Stock Ownership Plans (ESOPs) vs. 401(k) Plans

An ESOP (Employee Stock Ownership Plan) is a type of retirement plan. An employer contributes its own company stock into an account for each qualified employee.  This allows the employee to build up ownership in the company, and the value of that ownership grows as the company does well and profits. This also provides an incentive for employees to stay at their jobs, work […]

Understanding the CARES Act

On Friday, Congress and President Trump passed the largest stimulus bill in history worth $2 trillion to the U.S. economy. This will have wide reach in our country in pursuit of calming investors and releasing assistance for those affected by COVID-19. Below is a summary of key components of the bill.   For Individuals Checks […]

What to Consider During a Bear Market

Life as we know it has been significantly impacted the last month or so.  Kids are home from school, businesses have shuttered, folks have been laid off, governors have issued shelter in place orders… the list goes on.  While these times are tough, I think it helps provide perspective on what’s important in life, such […]

2020 Brings New Limits to Retirement Accounts

In 2020, the IRS brings some good news to the retirement savers of the world:  You can save more for retirement than in years past.  The limits for the following accounts increased: 401(k), 403(b), SIMPLE IRA, and Health Savings Accounts (HSA).  Savers over 50 will also see an increase to their catch-up contribution to $6,500. […]
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