2020 Contribution Limits

For 2020, quite a few of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase your…

The 2010s: A Decade in Review

Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn…

7 Tax Tips for 2019

7 Last-Minute Tax Season Tips for 2019

As the year comes to an end and you’re  spending the holidays with family, tax season probably isn’t at the forefront of your mind. However, by taking a few moments to prepare, you can put yourself in a great position….

Managing the Risk of Longevity

Making decisions for retirement can feel like an overwhelming process, as it’s made up of numerous topics and considerations. Most of the time, we think about these considerations in isolation. For example, we ask ourselves: “When can I retire?” “When…

Be on the Alert for New Text Message Scams

Gone are the days when your biggest telephone worry was getting an annoying telemarketing call. As new technology is developed, unfortunately, new scamming techniques come with it, including a recent influx of text message scams. While you should always be…

Retirement Mythbusters, Ep #99

Who you gonna call? Retirement Mythbusters! Not as catchy as Ghostbusters, we know, but these retirement myths can be much more hazardous to your long-term financial health. Many of us have certain beliefs from internet rumors or family hearsay that…