Curtis Hearn, CFPDo You Have a Super(k)? Best Little-Known 401k Plan FeaturesDid you know that the modern day 401(k) plan was not invented by Congress, or even any politician at all? In fact, the 401(k) didn’t even…Nov 8, 2017Nov 8, 2017
Curtis Hearn, CFPHow to Retire Early and Never Pay Taxes (Yes, It’s Legal and Possible)Imagine you met a nice couple, in every respect normal, upstanding citizens, but then learned they had retired completely from work in…Aug 17, 2017Aug 17, 2017
Curtis Hearn, CFPHow Much Should You Contribute to Your 401k?Nowadays, if you work for a company that has a retirement program, it’s most likely going to be some variation of the 401(k). These plans…Mar 30, 2017Mar 30, 2017
Curtis Hearn, CFPHow to Use a Health Savings Account to Save $2.5 Million for RetirementWhat if I told you there was a way to save two and a half million dollars tax-free forever? Interested?Feb 1, 2017Feb 1, 2017
Curtis Hearn, CFPTis the Season to Make Smart Year-End Tax MovesAs wealth managers, we spend a lot of time helping clients keep more of what they earn, whether that be from their paycheck, a small (or…Dec 9, 2016Dec 9, 2016