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Recent Blog Posts

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Strategies to Supplement a 529 for College Savings

Posted by Bill LaChance on May 29, 2015

For the most part, 529 plans are a great vehicle for saving for college but there is one potential pitfall: if the funds are not ultimately used for college expenses, significant tax consequences could result. Thus I often advise my clients who are establishing a...

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Pros and Cons of Rolling a 401K/403B to an IRA

Posted by Bill LaChance on Apr 30, 2015

One question many folks have when leaving a job is what to do with their 401K/403B. It most instances rolling over your 401K to an IRA makes the most sense, but in some situations the better option is to keep the money in your current 401K or roll the money into a...

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Why Most People Should Delay Collecting Social Security Until Age 70

Posted by Bill LaChance on Mar 17, 2015

In the financial advisory world, too much emphasis is often placed on the investment side of the conversation and not enough on issues like when to start collecting Social Security, which can have a significant impact on the potential success of a client’s retirement....

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