Retirement – the day you finally call it a career. For some, that day may feel distant. Still, time has a funny way of speeding up as we navigate our personal and professional days. Let’s make sure you’re ready when the big day finally comes! One of the biggest...
The start of a new year is a natural time to set fresh financial resolutions, but unfortunately most don’t last past February. One reason may be that our money goals often don’t align with the way we naturally think or how we stay motivated once the initial enthusiasm...
As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it aligns with your goals. Here are some year-end...
Retirement could often be seen as the “end of the road,” but that idea may not fit everyone. Your retirement could be a new chapter rather than a closing one. While some may choose to move into semi-retirement, mixing part-time work with more free time for their...
Before You Take a Retirement Plan Loan Know the Facts Your retirement plan may allow you to borrow from your account—but before you do, it’s important to understand how it can impact your future savings. Think of it like a U-turn on your savings highway. It could cost...
The IRS has finalized rules under SECURE 2.0 that change how catch-up contributions work for higher-earning employees. Starting January 1, 2026, employees earning above the annual threshold (currently about $145,000, indexed each year) must make their catch-up...
