401k Retirement Plan Basics financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jan 13, 2020

By Glenn J. Downing, MBA, CFP®

It used to be the case that you went to work for one employer and remained with that employer for the entirety of your working life.  You received a pension from that employer when you retired – in other words, you continued to get paid a lesser...

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Life Insurance Part 2 – Uses Of Life Insurance Policies financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jan 10, 2020

by Glenn J. Downing, MBA, CFP®

In Part I of this 3-part series I gave a brief history of the life insurance industry.  

Here in Part II I'll go over the main applications for life insurance policies.  Next, in Part III, I'll discuss some of the behavioral issues in obtaining...

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What is a 457 Deferred Compensation Plan? financial planning for retirement Jan 07, 2020

By Glenn J. Downing, MBA, CFP®

This retirement savings vehicle gets its name from Section 457 of the tax code. It is a type of non-qualified deferred compensation. The employee defers money into the 457 account on a pre-tax basis. Any growth in the account doesn’t get taxed until it is...

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You Knew All Year the Holidays Were Coming! financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jan 06, 2020

by Glenn J. Downing, MBA, CFP®

I came to financial planning as a profession in my 40’s, having made a mid-life transition from retail management.  I worked in both department stores and specialty retail and generally enjoyed the work. I always enjoyed Christmas in the stores...

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