Deanne Phillips, CFP®, CDFA®, ABFPsm helps shed light on how thoughtful financial planning can ease the burden of caregiving and uncover potential tax advantages.
Before You Raid Your 401(k), Watch This
More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.
