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…

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…

emotional investing

Leave Your Emotions at the Door When Investing

Emotions have a sneaky way of taking over your investment thinking. Emotional investing clouds your judgment and lead you to act in ways that are counterproductive to your financial success. Instead, investments should be evaluated on their merit. Here are…

10 Steps to Maximize your Employee Benefits

Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits your employer offers. Are you taking full advantage of the…

The Importance of Financial Planning

Do you have a mapped-out plan for your future?  Do you know the best steps to take to achieve your goals?  Financial Planning could be the answer. In a world where 75% of Americans are winging it when it comes…