Go From Fear to Financial Confidence Some say, "I'll never retire." Others say, "I need to put off retirement." However, the reality is that most people end up retiring earlier than they expected because of health issues or the changing job environment. But if retirement is … [Read more...] about Retirement Terrified?
retirement planning
Tax Credits from Secure 2.0 Act Boost Small Company Retirement Plans
Tax credits can be a strong hand-up for small businesses. They're the backbone of our economy, working hard, driving innovation, and providing jobs. But when it comes to setting up retirement plans, they're hitting a wall of costs and red tape. But there's good news! There … [Read more...] about Tax Credits from Secure 2.0 Act Boost Small Company Retirement Plans
Aging Parents’ Financial Management: A Step-by-Step Guide
As our parents and relatives age, it's not unusual for them to face challenges in managing their personal finances. They may need help to ensure their financial well-being due to cognitive decline, physical limitations, or the complexity of financial matters. This article will … [Read more...] about Aging Parents’ Financial Management: A Step-by-Step Guide
401(k) Losses and Retirement Savings: What to Do Now
As we navigate the financial landscape, retirement savings have become a critical concern for many Americans. The recent market volatility has left investors questioning the stability of their 401(k) accounts. Will they be able to retire comfortably? While younger investors have … [Read more...] about 401(k) Losses and Retirement Savings: What to Do Now
CITs for 401(k)s: A Guide to Pros and Cons.
Why a CIT? CITs for 401(k)s have become popular because (sometimes) they offer several advantages over other investment vehicles, such as lower fees, transparency, tax efficiency, and flexibility. The word 'sometimes' is used because a CIT is not always the best solution for a … [Read more...] about CITs for 401(k)s: A Guide to Pros and Cons.