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The Aero Advisor Blog
Should I rebalance my company ESOP plan?
Employee Stock Ownership Plans (ESOPs) are a type of retirement plan that allows employees to own a stake in their company. ESOP plans invest [...]
The X’s and O’s of Financial Planning
The college and NFL seasons are in full swing - and if you're a football fan, you're no stranger to how much goes into [...]
Can I Roll Unused College Savings Funds to a Roth IRA?
Secure Act 2.0 Now Allows for 529 to Roth IRA Rollovers Secure ACT 2.0, passed by Congress late last year (read more about it [...]
Should I file for Medicare while I’m still working?
Deciding when to file for Medicare is a critical decision for those approaching retirement age. While Medicare primarily serves as health insurance for individuals [...]
Financial awareness: What it means and how to make sure you can check that box
Well since there's not much else happening on August 14th each year (sorry if that's your birthday, and if that's the case, Happy Birthday!), [...]
How much is too much in my ESOP?
Are you worried you have too much in your company ESOP plan? It's important to understand your Lockheed Martin Employee Stock Ownership Plan (ESOP) [...]