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Employer Matching – How to Make the Most of Your Plan

Employer Matching – How to Make the Most of Your Plan

Sep 19, 2024 | Age 55+, Family Finances, Individuals, Investing Basics

Many defined contribution plans include something called employer matching, meaning that your employer contributes a certain amount to your retirement savings plan based on your personal contribution. In 2024, individuals can contribute up to 23,000 into their 401(k)...
Life Insurance Myths: Debunked!

Life Insurance Myths: Debunked!

Aug 29, 2024 | Age 55+, Family Finances, Individuals, Investing Basics, Uncategorized

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Aug 13, 2024 | Age 55+, Individuals

Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown, and the need to help protect the household against the loss of an income-earner has passed. If you are thinking about dropping your...
Quiz: How Much Do You Know About Your Retirement Plan?

Quiz: How Much Do You Know About Your Retirement Plan?

Aug 2, 2024 | Age 55+, Family Finances, Individuals, Investing Basics

Many people often find that they know far less about their retirement plan than they thought. Test yourself with the quiz below and see how much you know about your financial future. What type of retirement account do you have with your employer? 401k 403b 457b...
Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Jul 5, 2024 | Age 55+, Family Finances, Individuals

For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America’s splendor than one of our over 400 National Park Service sites? For over a century, generations of retirees...
Estimating Your Financial Needs for Retirement

Estimating Your Financial Needs for Retirement

Jun 21, 2024 | Age 55+, Family Finances, Individuals

Financial planners who conduct pension consulting have been pointing out that you can find yourself in trouble when you reach retirement if you’re saving without a goal. Many people have been saving for retirement without taking the time to figure out how much they’ll...
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