Month: January 2020

Need to Setup a Rollover IRA?

Saving for retirement can be surprisingly complicated. Not only do you need to figure out how much money you’ll need by the time you retire, but you’ll need to decide what type of retirement savings account is best for you. For those who have it, you’ll also want to make sure you’re making the most out of 401k matching as well.  Even once you have a …

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What Does it Mean to be Financially Healthy?

At KB&P Partners, we work with clients who are often at very different stages of life. They have different needs and priorities. They utilize different services and areas of expertise. They have different amounts of resources to work with.  But ultimately, they all share a common goal: they want to be financially healthy.   “Financial health” is a bit of a buzzword that applies …

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