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: […]
The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most taxpayers have until Tuesday, April 18, 2023, to submit their tax return or request an extension. Taxpayers requesting an […]
Dubbed SECURE Act 2.0, the bill enjoys widespread bipartisan support and builds on SECURE Act 1.0 by strengthening the financial safety net by encouraging Americans to save for retirement. 9 Key Takeaways on SECURE Act 2.0 1. Changing the age of the required minimum distributions. Three years ago, 1.0 increased […]
Finances have been a cause of concern in human lives for as long as money has existed. It’s the key to unlocking all of our material desires, but it can also be our downfall and a source of frustration when it isn’t managed properly. That is why Financial Wellness Month exists, […]
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management skills. Juggling your time, priorities, and money now while planning for the future can be daunting. Saving now to send […]
Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and any healthcare costs
Four Ways Interest Rate Hikes Can Affect Your Finances Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor or doing almost any other thing that requires spending money […]
The skills required to build wealth differ from those needed to keep wealth. Just as you had a goal initially to develop your wealth, you now need a goal and skill set to maintain it for the future. To accomplish this, we need to address three main things: Your goals […]
Creating an estate plan is a key component of achieving financial wellness Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face those issues. While it’s not pleasant to think about, you may be the […]
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