In this video we discuss the question Should I max out my retirement plan. Whether you have a company sponsored 401(k), 403(b), 457 or other plan available, you would generally do well to contribute to a plan that offers a match of the money you put in. Above and beyond what the company matches, it may be better to invest elsewhere. We will explore why.

If you want to learn more, or how your plan measures up, I’d be happy to help you.

Sean Moran is a financial advisor specializing in retirement planning, college planning, life insurance, disability insurance, Long Term Care insurance and a holistic approach to your personal finances.

Sean has clients in NJ, TN, VA, TX (additional state licensing to come) and would love to help you either locally or virtually.

Sean is an author, former corporate tax professional and entrepreneur. He holds a BS from York College of PA and a Masters of Taxation from Fairleigh Dickinson University.

If you are interested in learning more, you can contact Sean at: smoran@redbarnfinancial.com or schedule a meeting here: calendly.com/spmoran

Red Barn Financial LLC offers securities through Ad Deum Funds, a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment
strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance….(read more)

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