KYLE POWERS, CFP®, MBA, AIF

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How to Determine Your Ideal 401(k) Asset Allocation

October 2020  By: KYLE POWERS, CFP®, MBA, AIF
How to Determine Your Ideal 401(k) Asset Allocation
There are three major factors that impact your retirement goals: how much money you save, how long you save, and the rate of return on those savings. Quite often, investors focus on their short-term rate of return, which is the factor over which they typically have the least control. In fact,...

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What Should You Do with Those Old Retirement Accounts?

July 2020  By: KYLE POWERS, CFP®, MBA, AIF
What Should You Do with Those Old Retirement Accounts?
You’ve worked hard over the years and diligently contributed to your workplace retirement account. You focused on the right things, like proper asset allocation, receiving the full employer match and deferring enough from each paycheck to reach your retirement goals.  After all, you’re not planning...

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Planning for Retirement in the COVID-19 Age

May 2020  By: KYLE POWERS, CFP®, MBA, AIF
Planning for Retirement in the COVID-19 Age
This article was originally published within the Savannah Morning News, found HERE.

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Traditional vs. Roth IRA: Which Option is Best for You?

April 2020  By: KYLE POWERS, CFP®, MBA, AIF
Traditional vs. Roth IRA: Which Option is Best for You?
You’ve been working hard and earning income for years, hopefully saving a portion of your earnings for retirement. With most pensions having gone away, retirement savings accounts like an Individual Retirement Account (IRA) are going to be your safeguard or reserve to generate retirement income....

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Understanding SECURE Act Changes

January 2020  By: KYLE POWERS, CFP®, MBA, AIF
Understanding SECURE Act Changes
Each new calendar year brings about changes in our savings and retirement planning efforts, and 2020 is no exception.  With the December 2019 signing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, Congress set out “to make significant progress in fixing our nation’s...

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