Posts with the category ‘Retirement’


Saving for Retirement and a Child’s Education at the Same Time

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015. You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge. But take heart–you may be able to reach both goals if you make some smart choices now. Know what your financial needs are The first step… Read More


Understanding the Fees Associated With Your Retirement Plan

There’s a little secret associated with your workplace-sponsored retirement plan. Most participants think their plan is free — that it doesn’t cost them anything to join, contribute, and invest. Unfortunately, that’s not entirely true. While employees typically aren’t charged any out-of-pocket costs to participate in their plans, participants do pay expenses, many of which are difficult to find and even more difficult to calculate. New regulations from the Department of Labor (DOL), which oversees qualified workplace retirement plans, should make… Read More


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Martin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, Inc., a securities broker/dealer and registered investment adviser. Member FINRA / SIPC. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.

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