Posts tagged investing

Why Choose a Sacramento Financial Planner over a Large National Firm?

You have options when seeking financial or investment services in the Sacramento area. Here are tips to help decide on the right financial planner for you.

Financial PlanningKristen LukeMay 14, 2020Sacramento, Roseville, investing, fiduciary, fee-only, fee-based

What the New “Retirement Income” Number on Your 401(k) Means

As part of the SECURE Act’s easing of rules on annuities, you might soon see a “retirement income” number on your 401(k). Here’s what it means.

Financial PlanningParkshore Wealth ManagementApril 23, 2020investing, 401k, SECURE Act, employer retirement plans, annuities