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Retirement

rollover

Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover

July 14, 2021 | Jason Speciner
Whatever your reason for a rollover, it doesn't have to be difficult to move your retirement plan. Grab our cheat sheet for step-by-step rollover instructions to guide you along the
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Financial Independence

How You Can Define — and Reach — Financial Independence

June 30, 2021 | FPFoCo Team
In honor of Independence Day, we're bringing you a sneak peek of our latest FPFoCo Academy personal finance module. Get a glimpse of "Planning for Financial Independence" as you learn
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Choose Your Own Contribution with Higher Retirement Plan Limits

February 12, 2020 | Jason Speciner
Did you know that HSA and 401(k) contribution limits increased for 2020? Learn what’s new and use the infographic to see how you can make the most of your retirement
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Retirement Plan

Back to Basics: Changing Employers? What You Can Do With Your Retirement Plan

August 14, 2019 | Jason Speciner
When you change jobs, you often have some important decisions to make. But what can you do with your former employer’s retirement plan? Learn why it’s important to understand your
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Social Security

Back to Basics: Social Security

July 17, 2019 | Jason Speciner
How does Social Security work? How much will you receive? And when should you start taking benefits? If you have Social Security questions, you’re not alone. Read on to learn
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401(k) plan

401(k) for Another Day

February 27, 2019 | Jason Speciner
What’s the history behind 401(k) plans? And is it always a good idea to contribute or even max out your 401(k) contributions if a plan is available? Let’s take a
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401(k) and Employer Stock — A Different Approach

January 16, 2019 | Jason Speciner
Leaving a job where you bought your employer’s stock in your 401(k)? Making the best choices for your money is key. See a couple different approaches.
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Back to Basics: Individual Retirement Arrangements (IRAs)

January 2, 2019 | Jason Speciner
Will you be contributing to an IRA this year? Head back to basics for a better understanding of this investment vehicle, to learn about increased contribution limits for 2019, and
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Saving for Early Retirement

Saving for Early Retirement, Paying for College, and Paying Off the Mortgage Early

July 20, 2016 | Jason Speciner
Andrew and Sarah are working hard, raising a family, and they have big plans. Saving for an early retirement is just the tip of the iceberg. They’d like to help
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