What should I do with my old 401k?
401(k) Rollovers With any type of job change, many people often forget one vital task – transferring their 401(k). This may sound complicated, but we’ve broken
What tax information should I gather to complete my taxes?
Now that we are into the new year, it’s time to start gathering the documents and information needed to file your taxes. Here is a quick overview
Financially Fit Retirement Series
Allen Dembski and Taunya Abaya continue their series on retirement. In the latest episode they discuss retirement and the cost of healthcare during retirement. We
September is Life Insurance Awareness Month
On this week’s Financially Fit Allen Dembski, Managing Partner, and Taunya Abaya, Financial Advisor and CFP®, discuss the importance of life insurance. There are three
Medicare 101 Seminar
Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage
403(b) Plans
On our most recent “Financially Fit” Allen Dembski and Taunya Abaya discuss 403(b) plans for teachers. If you are a teacher please pay close attention