So you’re about to become a parent. Congratulations! Parenthood may be one of the most rewarding experiences you’ll ever have. As you prepare for life with your baby, here are a few things you should think about. Continue reading
How To Be Socially Responsible Investor
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. Continue reading
Should You Have a Roth 401(k)?
Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income.
What to Know When Setting 2020 Financial Goals
Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals. Continue reading
How the New SECURE Act will Affect Your Retirement Planning
The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Continue reading
IRA and Retirement Plan Limits for 2020
Income limits, tax deductible amounts and retirement funding limits are typically adjusted each year. Find out what changes are in store for 2020 retirement plan contributions.
Financial Challenges for New Parents
Welcoming a new baby into your family is full of special moments & memories. It can also raise lots of new financial questions. Continue reading
5 Keys to Investing For Retirement
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started. Continue reading
7 Smart Financial Decisions for Millennials
Many Millennials are stressed with their current financial condition. According to Insider and Morning Consul, 72% of millennials struggle with anxiety over undergrad debt. Adding a car loan, phone service, rent, food and other living expense to the monthly expenses can easily become overwhelming. Continue reading
Changes for 2020 Medicare Open Enrollment
The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. Continue reading
