Mar 21, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
Every year, about 140 million households file their federal tax returns.For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to...
Mar 6, 2025 | Plan Administration, Retirement Plans
A 2023 Vanguard study found that a quarter of participants deferred less than 4% of their income — generally below the threshold to maximize an employer match. While financial constraints play a role for some, psychological factors can also contribute. Understanding...
Feb 27, 2025 | Age 55+, Family Finances, Individuals
As tax laws evolve and personal financial situations change, it’s essential to stay informed about strategies that can help minimize your tax burden. Here are several tips to consider: 1. Maximize Retirement Contributions Contributing to retirement accounts like...
Feb 21, 2025 | Plan Administration, Retirement Plan News, Retirement Plans
A technical update on the deadlines for premium payments for pension plans with plan years beginning in 2025 and later was issued by the Pension Benefit Guaranty Corporation (PBGC). The announcement highlighted that premiums for plan years starting in 2025 must be...
Feb 14, 2025 | Family Finances, Individuals, Investing Basics
Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50% of employers offering some level of matching, it’s an opportunity you don’t want to miss. Here’s how to make the most of it. Understand the...
