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Women and Financial Strategies

Financial Strategies for Women  Key Takeaways Despite sharing money management duties, only 19% of women feel very confident in their ability to retire comfortably. Compound interest may be one of the greatest secrets of smart investing. And time is the key to making the most of it. If you have […]

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What’s New with Social Security?

What’s New for Social Security? Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready to learn more? Read on.   Ready for a Cost-of-Living (COLA) increase? That’s right! […]

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What is a Roth 401(k)?

What Is a Roth 401(k)? While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans. And starting in 2023, retirement rules were updated to […]

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What If Your Kids Decide Against College?

What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for them? It’s a valid question that many […]

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A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here are […]

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Do Our Biases Affect Our Financial Choices?

Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned about their preconceptions and biases that may color their financial choices. In a battle between facts & biases, our biases may win. If we acknowledge this tendency, we may be able to […]

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9 Facts About Retirement

Facts about Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about […]

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