42 Updates found.

401(k) the Retirement Marathon

Today there is approximately $5.2 Trillion saved in 401(k) plans on behalf of more than 55 million active participants. Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans.

Coping With the Loss of a Loved One

Losing a loved one is a stressful transition. The added pressure of having to settle their estate and organize their finances can be overwhelming.

What You Should Know About Social Security

There are more than 68 million people currently receiving some form of Social Security benefits. Approximately 65 percent of these beneficiaries are retirees.

Understanding ESOP Distributions

It’s important to understand your options before making a decision to receive an ESOP distribution. Learn more about the benefits and tax consequences of ESOP rollovers, withdrawals, stock transfers and conversions.

Second Quarter Outlook 2019: Markets Surge on Fed U-Turn

After a terrible 4th quarter, stocks opened 2019 by scoring their best quarter since the financial crisis. The rebound was predominately due to a U-turn in the Fed’s monetary policy and a positive turn in U.

Thank you for celebrating with us!

Thank you, thank you and thank you from the entire Navalign Wealth Partners team. Who would have thought that going to a party in Encino, California to highlight the accomplishments of some of the best financial advisors in Los Angeles could be so much fun!

2018 in Review: Worst Year Since Great Recession

From a return perspective, 2018 could largely be considered the year that wasn’t. Despite a few half-hearted rallies leading into the closing day, global financial markets ended December with the worst annual returns since the financial crisis.

A Big Announcement for the New Year!

We are very excited to announce our new name and new look for the New Year. 1080 Financial Group and Carter Jacobs are now Navalign Wealth Partners.