Scott Van Den Berg is a 2024 Five Star Wealth Manager Award winner!
Learn more about the award here.
Learn more about the award here.
Navigating retirement can be challenging, but with the right strategies, you can better secure a stable financial future. Scott examines critical risks—liquidity, longevity, lifestyle, and sequence of returns—that can impact your retirement plans. Learn how to tackle these risks head-on and help to ensure a smooth journey towards financial security.
While it is a good conversation to have at any point in your career, from a mid-career perspective, typically defined as being in your 30s to 50s, the decision between paying down credit card debt and outstanding loans versus funding your 401(k) or other retirement plans becomes even more critical as you're likely to have more financial responsibilities and goals.
As you’ve moved forward in your career, it’s not uncommon to have accumulated multiple 401(k) accounts from various employers. In this article, I want to share a few key considerations and steps you can take to potentially optimize your retirement savings.
Here is some key financial data for 2024. You can find tax bracket information, retirement contribution limits, and so much more.
Before ringing in the new year, take advantage of the opportunities still possible in 2023! Discover ways to make meaningful financial strides, regardless of whether you're embarking on your financial journey, in the peak earning stages, or enjoying retirement.