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By Sloan Walters and Zachary Makawi An increasing number of employers offer 401(k) plans with unique features. One of those unique features is the ability to make after-tax contributions -- distinct from and in addition to Roth 401(k)...Read More
As the year comes to an end, it's important to make sure you have considered all the steps that can help strengthen your finances. Here are a few ideas to make the most out of 2017 and beyond: Review Charitable Giving Contributions...Read More
Business partners Sloan Walters and Jim Blakely are Co-Founders of the local financial planning company, Blakely Walters Wealth Management, in Tempe, Arizona. Having been Local First members for years, Sloan and Jim decided to increase...Read More
So your company offers a retirement plan for its employees. That's fantastic! But why should YOU put money away into it? You've probably heard both good and bad things about your plan. In what follows I'll answer a few of the...Read More