The Navin Group
Blog


We help individuals and families pursue their ideal retirements.

Recent Posts

The Future of Transportation

May 4, 2020

The United States is a very large, land-mass country. Yet, it offers few options in terms of coast-to-coast mass public transit, particularly compared to other developed countries. Europe’s countries tend to be smaller and their cities more dense, making them more transit-friendly. Asian countries made enormous government investments in urban rail networks just as their…

Your Money Persona

May 4, 2020

We are all unique individuals with distinct personalities, likes and dislikes as well as different ways of talking, thinking, solving problems and interacting. We have exclusive modes of expressing ourselves through dress, grooming and our own catchphrases. And, we each have our own way of thinking about money. Some of us are frugal, some are…

Inheriting a 401(k) Plan

May 4, 2020

Within the scope of an investment portfolio, the commonplace 401(k) may seem to be a simplistic account. But it’s not, especially when it comes to estate and legacy planning. The named beneficiary on the plan will inherit your 401(k) regardless of your will’s instructions. And from there, a spectrum of various choices emerge based on…

How Do Taxes Work During Retirement?

April 10, 2020

Once you retire, your finances will change in a few different ways. There will also be new rules and opportunities that come with tapping into your retirement nest egg. That’s why you need to have a solid retirement planning tax strategy in place. Of course, if you don’t know or understand what your options are…

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