Apr 22, 2026
What is a 457 Deferred Compensation Plan?
by Glenn J. Downing, MBA, CFP® This retirement savings vehicle gets its name from Section 457 of the tax code.…
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Financial planning insights and wealth-building strategies from our fiduciary team.
Apr 22, 2026
Don’t Make These 2 Mistakes with Your 457 Plan!
by Glenn J. Downing, MBA, CFP® 457 plans are a type of retirement account offered largely to certain governmental employees.…
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Apr 22, 2026
The Ins and Outs of Traditional IRAs
by Glenn J. Downing, MBA, CFP® In this blog post I want to go just a little bit beyond the…
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Apr 22, 2026
SIMPLE IRA
by Glenn J. Downing, MBA, CFP® The SIMPLE IRA is the Savings Incentive Match Plan for Employees. The SIMPLE allows…
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Apr 22, 2026
SEP IRA for Small Businesses
by Glenn J. Downing, MBA, CFP® With this blog post I’m beginning a two-part series about retirement savings plans available…
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Apr 22, 2026
Retire at 60?
by Glenn J. Downing, MBA, CFP® So Glenn – Can I retire at 60? This is a tough one. Lots…
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Apr 22, 2026
You Want to Retire. But Retire to What?
by Glenn J. Downing, MBA, CFP® Picture the scene: My wife has a group of friends visiting. I come home…
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Apr 22, 2026
Should I Pay My Mortgage Off Early?
by Glenn J. Downing, MBA, CFP® Should I pay my mortgage off early? This is a frequently asked question, so…
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Apr 22, 2026
Will I Outlive My Money?
by Glenn J. Downing, MBA, CFP® As a financial planner, I work with a lot of couples planning for retirement.…
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Apr 22, 2026
Warning to S Corporation Owners!
by Glenn J. Downing, MBA, CFP® Tax Reasons for the Subchapter S Election There are lots of great reasons to…
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