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...
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...
Jan 30, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
By May 15, 2023, over 142 million taxpayers had dutifully filed their federal income tax returns. And they all made decisions about deductions and credits – whether or not they realized it.1 When you take the time to learn more about how it works, you may be able to...
Jan 16, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
Reexamining your finances at the start of the year may not seem as exciting as making a commitment to healthier habits or fitness objectives, but financial wellness is closely related to both mental and physical health. You might be surprised at how simple it is to...
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)...
