Greg Plechner is a CFP and a principal at Modera Wealth Management LLC, based in Westwood, N.J., and Boston and a member of NAPFA, the National Association of Personal Financial Advisors.
Recent Articles By The Author
Retirement Plans for Small Businesses
Big changes in retirement plans are racing ahead in Congress, but first we have to understand what's in place now.
Tapping Into 401(k) Early Gets Warning Flag
There may be some rough waters ahead, but using your 401(k) as a life vest isn't always best.
Make Sure Beneficiaries Benefit How You Want
Failing to review beneficiary designations could result in significant unintended consequences.
In Your 50s? Find Your Way to Best Benefits
Even without a GPS, you can find your way to a good answer to pension benefits.
In Your 50s? Retirement Saving Is a Marathon
Saving for retirement is a marathon, not a sprint, but many investors "hit the wall" in their 50s