The 401(k) has become a normal part of saving for retirement in America. You’ve been saving and investing in this account your whole career, but what do you do when it’s time to quit or retire? You may want to roll it over to your new employer or IRA. Before you start moving money around, […]
Firm Insights · Guest Contribution Written and provided by Fisher Investments The days of having to rely on cookie-cutter investment strategies are over. With Fisher Investments, you can have an investment plan tailored to your unique needs, along with top-tier client service. In this article, you will learn more about our approach to portfolio management, […]
So I get some version of this question in almost every meeting with parents. “How do we even start financial planning for a child’s college?” And honestly, it usually comes with a little bit of tension in the voice, because college costs feel like this enormous, moving target. Keep in mind, though, that this is […]
It’s easy to get excited about everything “out there” and forget all the local resources at your disposal. Retirees often have more programs and services available than they might realize. Not every benefit will apply to your situation, but it’s a good idea to know what’s available. If nothing else, having a good handle on […]
Key Takeaways: Preserving wealth across generations starts with ownership, authority, and transfer design. Idaho families often hold a mix of homes, investment accounts, retirement plans, business interests, and family property that do not all move the same way to those next in line. Those differences are what make coordination matter. When titles, documents, tax exposure, […]
Key Takeaways: Intermountain’s pension freeze changes the way many employees may need to think about retirement. A benefit that once continued building toward the future now has a defined endpoint, which means other parts of your plan may need to carry more of the load. That shift is not just about the pension itself. It […]
Stepping into retirement can create a whole host of feelings. Excitement is the most common outward expression, but financial fear and anxiety can creep into the background. There are several actions and checks you can make to ensure you’re ready for retirement. Preparing for retirement can feel a lot like closing the door on steady […]
Extreme athletes thrive on pushing limits. Whether it’s dropping into a backcountry chute, free climbing a granite face, or sending a downhill trail at full throttle, you know that risk is baked into the lifestyle. It’s part of the adrenaline, the story, the calling. But here’s the difficult truth: when gear fails, we can easily […]
The holiday season is a happy time of year, but you still need to finish the year strong. If you’re not careful, you could miss out on opportunities to save on taxes or avoid penalties. You’ll want to nail a few critical items so you can rest easy knowing you got the most out of […]