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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

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...
Your Guide to a Financially Healthy New Year

Your Guide to a Financially Healthy New Year

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...
8 Financial Milestone Birthdays

8 Financial Milestone Birthdays

Oct 17, 2024 | Age 55+, Family Finances, Individuals, Investing Basics

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

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...
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