The Modern Investor

Written by Human Advisors, for Human Investors

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Eric Blattner 5/15/23 Eric Blattner 5/15/23

Why I Had a Tax Surprise, and How I Hope to Avoid it in the Future

Want more control over taxes? Here are some considerations for those investors with significant assets in taxable accounts.

Eric Blattner 5/1/23 Eric Blattner 5/1/23

What Should I Do With My 401(k)?

Target-date funds have grown in popularity for retirement savers. And for good reason. But are they the right answer for everyone? See where it might make sense to consider a more tailored approach to allocating retirement plan assets.

Eric Blattner 4/21/23 Eric Blattner 4/21/23

Did I Just Pay Too Much Tax?

Not happy with your tax bill? Now that most individuals and families have filed 2022 taxes, it could be an ideal time to start tax planning for next year.

Eric Blattner 3/9/23 Eric Blattner 3/9/23

New Employer? Things to Consider Regarding the Old Retirement Plan.

You have a new employer. What should you do with the old 401(k) or retirement plan assets? Leave it where it is, bring to the new employer’s plan, or rollover into an IRA? Here are some of the key considerations around taxes, investment options, and fees, as well as a few other items to take into account.