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Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement. […]
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With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in order to make your tax filing go as […]
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Are you getting close to retirement and trying to stay on top of any changes to the retirement laws that may impact your goals and strategy? With the Secure Act 2.0 now signed into law, there are numerous retirement-related provisions included in the Omnibus Appropriations package that may be of interest to you. What is […]
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Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it’s worth taking a closer look at your retirement savings. Below, we discuss three ways to refresh your retirement plan this spring. […]
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When you start to consider if investing is an appropriate option for you, you may have questions. You might want to ask: How do I invest money, and where? How much money will I need? What are some common strategies for someone that has never invested before? It’s OK to have questions. Investing can be […]
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Could you be losing money because of simple monetary mistakes? Avoid these money-wasting habits in 2023 to have more cash when you need it—or save it for a rainy day. Failing to budget Conventional wisdom says to follow the 50/30/20 rule, meaning you should put no more than 50 percent of your income toward necessities […]
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529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals. How much can you contribute? To qualify as a 529 plan under federal rules, a […]
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At the end of 2015, Congress permanently extended the rule allowing taxpayers to exclude from taxable income certain individual retirement account (IRA) distributions made directly to a qualified charity. Otherwise known as qualified charitable distributions, or QCDs, such transfers can provide individuals who were already planning to make a charitable gift with several tax benefits. […]
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Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer. Therefore, women must focus on the concerns that are unique to them when planning for retirement. Women don’t invest differently… […]
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What is it? Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals: retiring comfortably, paying for your child’s education, accumulating wealth, and paying for estate costs. If you own a business, […]
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