Our financial adviser taught us a 3-step strategy for managing our money that’s keeping us afloat during COVID-19

Ashley Abramson •
Business Insider
Portrait of laughing couple embracing

Before my husband and I started working with our financial adviser at the beginning of 2020, we didn’t have much of a plan for our money. We made sure our bills were paid each month and our credit wasn’t terrible, but beyond that, there was no strategy.  So while we technically had what we needed


3 myths about your 401(k)

Jon Gorey •
The Simple Dollar
elderly couple having romantic walk on the beach at sunset

With traditional pensions all but disappearing, the workplace retirement plan has become the bedrock of many people’s retirement savings strategy. Four out of five Americans work at a company that offers a 401k (or a variant such as a 403b). And while far too many workers still don’t or can’t contribute to their 401k, it’s


6 answers to your 401(k) questions

Founder &, Reviresco Wealth Advisory, CEO, Ian Maxwell, and Financial Adviser •
Hummingbird Nest with Eggs

When working with clients to develop their financial plans, integrating 401(k) accounts into an overall retirement strategy is an important part of the process. For most people, their 401(k) represents their largest source of funds set aside for retirement. Whether deciding how much to contribute, choosing investments within the 401(k), or wondering if it is