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Life Lessons Loans Joshua Williams

Create a More Energy Efficient Home with a 0% Heat Loan

Remember when it was “too hot” outside? Well, it’s about to get “too cold.” Now is the time to make sure you are warm and cozy inside, and not inadvertently warming up the neighborhood. But how? Workers has partnered with Mass Save to provide a 0% Heat Loan to update your heating system to create […]

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Legacy arrangements estate planning
Planning Retirement RPIC Savings Tips The CFS* Team

Leaving a Legacy

You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs […]

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Estate planning trusts
Planning Retirement RPIC Savings Tips The CFS* Team

Trust Basics

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing […]

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Retirement rollovers
Planning Retirement RPIC Savings Tips The CFS* Team

Rollovers

In general, a rollover is the movement of funds from one retirement savings vehicle to another. You may want, or need, to make a rollover for any number of reasons–your employment situation has changed, you want to switch investments, or you’ve received death benefits from your spouse’s retirement plan. There are two possible ways that […]

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401K rollover pitfalls
Planning Retirement RPIC Savings Tips The CFS* Team

Six Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you’ll want to avoid. 1. Consider the pros and cons of a rollover The first mistake some people make is failing to consider the […]

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