Mar 21, 2024 | Age 55+, Family Finances, Individuals, Investing Basics
A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you...
Feb 22, 2024 | 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...
Feb 9, 2024 | Family Finances, Individuals, Investing Basics
Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial security. Even if your employer’s contribution is modest, neglecting to participate...
Jan 26, 2024 | Family Finances, Individuals, Investing Basics
As the winter season blankets our surroundings, it’s the perfect time to conduct a comprehensive review of your financial situation. Adapting to Life’s Changes Reflect on the past year and consider any shifts in your personal, family, or financial life. If...
Nov 17, 2023 | Family Finances, Individuals, Investing Basics
Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later result in financial stress. According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday...
Oct 19, 2023 | Age 55+, Individuals, Investing Basics
Consider making a catch-up contribution to your retirement! If you contribute $7,500 each year from age 50 to age 67 (17 years), you can make a big impact on your future. When am I eligible to make a catch-up contribution? If you turn age 50 anytime in the calendar...
