You’re the family safety net. But who’s protecting your foundation?

The $40,000 Door Your 401(k) Might Be Hiding

Healthcare professional reviewing her 401(k) benefits portal on a laptop

A pharmacist I’ll call Ada came to me last spring with her benefits portal open on her laptop. She earned $190,000 a year. She maxed her 401(k) every January like clockwork. And she had no idea her own plan was hiding a door that could move another $40,000 a year into tax-free savings. Her old […]