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Jan 23, 2020

In this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, address a question that often comes up when they are working with their clients, can I retire now? In many cases, this involves early retire. Bill and Andy offer tips on how to prepare for making...


Jan 1, 2020

In this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, discuss New Year’s Resolutions plan participants should consider for the year 2020. In addition, they talk about the newly passed and signed SECURE Act, the most significant retirement plan...


Dec 3, 2019

In this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, discuss the pre-2001 Tax Act changes regarding 401(k) plans, new contribution rates for 2020, as well as the rates for simple IRAs, IRAs, and Roth IRAs, and benefits you receive if you turn 50...


Nov 8, 2019

In this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, discuss the areas of financial market that you can’t control that may cause you fear and the areas that are within your control that can be adjusted in your favor.

 

Episode Highlights:

 

  • 1:14...


Oct 18, 2019

 

In this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, go through various budgeting scenarios based on average American age brackets, their typical household incomes, and the expenses that affect their spending.

 

Episode Highlights:

  • 0:40 – Bill...