Nov 22, 2024 | Family Finances, Individuals
Thanksgiving offers more than just family gatherings and meals—it encourages reflection on finances with gratitude. The holiday can inspire better financial habits, such as managing holiday expenses wisely and practicing mindful spending. Here are a handful of...
Nov 8, 2024 | Family Finances, Individuals
A growing family, by definition, means growing financial obligations—both present and in the future. Raising children can increase your insurance needs and heightens the urgency for being properly prepared. Auto When a child becomes a new driver, one choice is to add...
Oct 31, 2024 | Age 55+, Individuals
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement. During...
Oct 3, 2024 | In The News, Individuals, Retirement Plans
IRS Issues Guidance on Withdrawals for Domestic Abuse Victims In late June, the IRS issued a notice providing critical guidance on early withdrawal penalty exemptions under the SECURE 2.0 Act. The law includes significant provisions for individuals experiencing...
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)...
