2022 Contribution Limits

For 2022, 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 deferral,…

Stop the Show!

How flexible is your retirement income strategy?  When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.”  She sent Jerry a check for $10 every year on his birthday which…

Are You Prepared Financially for a Divorce?

Divorce is one of life’s most challenging transitions. If you are recently divorced, currently going through a divorce or considering one, are you prepared financially? Unfortunately, divorce can bring many unpleasant financial surprises, particularly for women.  Here are some items…

Investing for Inflation, Ep #139

 Recent headlines have people thinking more about investing for inflation. It’s the most recent economic worry, but there’s always something to scare or concern investors. Think about the last 16 months. We’ve had: COVID Crash 2020 Election Reddit/Robinhood/Gamestop Crypto…

Getting Started With a 529

May 29th is National College Savings Day. However, plenty of Americans don’t know about 529 plans or may not fully understand their benefits. As a college savings vehicle that is available to anyone, regardless of income levels, 529 plans should…

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We break down some of the most important questions we are asked on a regular basis.

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