Copper Beech Advisors Blog

Why You Should Max Your 401k Contribution

Posted by Timothy Caban on Sep 3, 2015 10:00:00 AM


Pay Yourself First
Are you currently maxing your contribution to your 401k or 403b?  If not, you may be missing some big tax and retirement benefits.  Three of the most important things to understand in order to capture these benefits are:

  • Reducing Your Current Tax Bill
  • Compounding Investment Dollars
  • Clearing the Hurdle to Get Started
But how big are the benefits?  Is it really that important?
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Topics: Taxes, Retirement, 401k

Your Retirement Paycheck

Posted by Timothy Caban on Aug 28, 2015 10:00:00 AM

Buying the Stairway to...Retirement?

What is your plan for making the transition from working life to retirement? Will you need to depend on money that you've saved while you were working?  Most people do. 

How then will you replace your paycheck in a way that is dependable and gives you the confidence that you will be able to weather any financial storms that may arise? 

Consider building a bond ladder.

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Topics: Cash Flow, Bonds, Bond Ladder, Retirement Paycheck, Investments, Retirement