The phrase “pension benefits” has come up a lot in recent weeks, especially during the negotiations between the United Auto Workers union and the “big three” automotive manufacturers, narrowly avoiding a strike. But for the majority of private-sector U.S. workers, pensions seem to have disappeared a long time ago. Pensions have been phased out, but …
How’d you like to score your share of $1.35 trillion? That’s how much money was in the combined 24 million 401(k) accounts left behind at previous employers, as of May of 2021. You see, data from the U.S. Bureau of Labor Statistics shows that individuals who were born during the later years of the Boom …
This week’s article asks the question, “When do you stop saving and start enjoying the fruits of your labor?” We could help you understand at what age you can start to transition from saver to spender. It could mean the difference between: A retirement of constant penny-pinching and being stuck in saving mode. A retirement …
Are you a small business owner? You may find this interesting. According to this week’s article, “the 401(k) has become the go-to retirement plan for many Americans.” In fact, the article goes on to say that the “flexibility, tax savings and scale of 401(k) plans” have made them “attractive to employers”, as well as employees. …
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Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Cornerstone Wealth & Tax Advisory Group), a SEC Registered Investment Advisor. Insurance products and services are offered through: Douglas A. Clancy Jr. DBA CSWTA Insurance Solutions, CA Ins. Lic. # 0G20617 . Gibbs Wealth Management, LLC (DBA Cornerstone Wealth & Tax Advisory Group) and Cornerstone Wealth & Tax Advisory Group, are unaffiliated companies.