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National 401(k) Day Is Here: Are You on Track?
Saving for retirement should be part of every stage of your work life, from your first job to your last years before retirement. A 401(k)
Donor Advised Funds: A Flexible Tool for a New Generation of Giving
Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible way that can allow a
Gen Z Is Getting an Early Start on Financial Independence
Gen Z, the generation born between 1997 and 2012, is making its presence – and preferences – known. As of 2023, The U.S. Census
Inherited IRAs: It’s Complicated
Several changes resulting from the SECURE Act and SECURE 2.0 Act in recent years have made inheriting an IRA more complicated. The estate planning and
Understanding Self-Directed IRAs
The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not provide the risk-adjusted return they
Fixer-Upper or Money Pit?
The combination of a strong housing market, high mortgage rates, and meager inventory is forcing some would-be homebuyers to settle for less in the home
Growing Wealth Means Managing Spending, Saving … and Debt
Getting serious about reaching your financial goals means keeping a handle on what you’re spending, so you can maximize what you’re saving. Budgeting focuses on
Marriage and Money: A Newlywed’s Guide to Joint Finances
Getting married is a milestone unlike any other. It signifies partnership and shared responsibility, now and in the years ahead. Joint decision-making on everything from
Keeping Seniors Safe From Financial Scams
The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging. There’s a lot to think
Summer Financial Tune-Up
The lead-up to summer is a great time for all sorts of improvement and maintenance projects, from losing a few pounds and getting in shape
Required Minimum Distribution Rules Are Updated – Again
Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations for how to take money
The Five Key Components of Financial Literacy
Having a good understanding of the building blocks of your financial success can help you in many ways on your financial journey. Taking the time
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Recent Posts
National 401(k) Day Is Here: Are You on Track?
Donor Advised Funds: A Flexible Tool for a New Generation of Giving
Gen Z Is Getting an Early Start on Financial Independence
Inherited IRAs: It’s Complicated
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