401k limit changes

Retirement Plans Have New Contribution Limits for 2019

Byron T. Deese 401k, Retirement Plans, Tax Planning For Individuals Leave a Comment

The IRS has announced new contribution limits for retirement accounts, effective this year. Before you make any 2019 contributions to an IRA, 401(k), or another tax-advantaged account, be sure to go …

Compound Interest

Compound Interest: The Proven Investment Strategy [VIDEO]

Glass Jacobson Financial Group Investing, 401k, Personal Finance, Retirement Plans Leave a Comment

This video on compound interest was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! *Return information sourced from vanguard.com. The estimated returns of …

Retirement Plan

Why Your Small Business Should Have a Retirement Plan

Glass Jacobson Financial Group 401k, Business Management, Personal Finance, Retirement Plans, Tax Planning For Businesses Leave a Comment

Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at different types of retirement plans, …

Fiduciary Financial Advisor

Why All 401(k) Plan Sponsors Should Have a Fiduciary File

Glass Jacobson Financial Group 401k, Retirement Plans Leave a Comment

Maintaining good documentation of the setup and operation of a retirement plan is critical. As a 401(k) plan sponsor, it is your responsibility to maintain good documentation and keep it in-house. …

Fiduciary Glass Jacobson

Glass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence

Glass Jacobson Financial Group Glass Jacobson News, Investing, Retirement Plans 2 Comments

The following PR announcement was originally published on Newswire. OWINGS MILLS, MD, January 25, 2018 (Newswire.com) – CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has certified Glass Jacobson Investment Advisors, …

What are stocks, bonds and mutual funds?

What Are Stocks, Bonds, and Mutual Funds? [VIDEO]

Glass Jacobson Financial Group 401k, Investing, Personal Finance, Retirement Plans Leave a Comment

This video was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful!  Investing can seem pretty complicated. There are many different types of investments, …