Here’s a step-by-step guide on how to use Broadcom’s 401(k) plan and other employee benefits to save for your retirement. As an employee for Broadcom, you can take advantage of several fantastic options for retirement…
Continue Reading
Blog
Should I Buy Extra Insurance from My Job?
Should you purchase extra insurance through your job? It’s a question many employed folks must answer as they navigate through any number of employer benefits. While receiving health insurance for free is a no-brainer, there…
Continue Reading
How to Fix a Big Social Security Mistake
If you’re nearing retirement and are worrying about having enough money, there’s a huge mistake you should know about. This big mistake is taking Social Security benefits as soon as possible. Instead of signing up…
Continue Reading
Do I Need Disability Insurance If I’m Near Retirement?
Do you need disability insurance if you’re nearing retirement age? Like most financial planning questions, there is no single answer for every situation. Whether or not you need disability insurance near retirement depends on a…
Continue Reading
Spend on What You Value
At the tail end of 2017, I signed up for my first only Brazilian jiu-jitsu tournament. In an effort to be competitive, I set a goal: lose 10 lbs. (This is because you compete by weight…
Continue Reading
Donor-Advised Funds: The Best Giving Tool You’ve Never Heard Of
Donor-advised funds have become increasingly popular given the new tax laws in 2018. They have also become one of our favorite tax savings tips that continues to fly under the radar: Today, we are going…
Continue Reading
These 3 Things are More Important than a 529 College Savings Plan
529 college savings plans are important. But, they are not the most important thing new parents need to be thinking about. Speaking of new parents, it seems like everyone in my life is having kids. This includes:…
Continue Reading
Umbrella & Disability Insurance: Critical for Young Professionals
Recently, we completed a financial plan for a young professional (we’ll call him Adam). I’m happy to say that Adam was on a good track. He was maxing out his 401(k) each year and held…
Continue Reading