What’s New for Social Security? Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready to learn more? Read on. Ready for a Cost-of-Living (COLA) increase? That’s right! […]
What Is a Roth 401(k)? While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans. And starting in 2023, retirement rules were updated to […]
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for them? It’s a valid question that many […]
A Penny Saved is Two Pennies Earned The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here are […]
Choosing a Retirement Plan that Fits your Business If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, here are some things to consider. How much can my business afford to contribute? The cost […]
Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned about their preconceptions and biases that may color their financial choices. In a battle between facts & biases, our biases may win. If we acknowledge this tendency, we may be able to […]
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about […]
Managing and wrapping your head around health care costs and health insurance may seem like a daunting task. A financial wellness study found that over one-third of baby boomers—38% to be exact—said that the cost of health care is their top fear. It’s even higher than anxieties generated by the […]
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account. With folks routinely living into their 80s and 90s, it’s more important than ever to […]
“An investment in knowledge pays the best interest.”—Benjamin Franklin. 1. Set goals. If you don’t have concrete short-term and long-term financial goals, reaching some level of financial fitness can become much more difficult. Simply put, if you don’t have a destination. You are financially adrift. Short-term goals you might consider: […]
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