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1 11, 2022

Big Increases to Retirement Plan Contribution Limits for 2023

November 1st, 2022|retirement planning|Comments Off on Big Increases to Retirement Plan Contribution Limits for 2023

Contribution limits have increased for 401(k)s and IRA’s, as well as the Catch-up limits and Phase-out thresholds. This is good news for those that want to contribute more for retirement in 2023. Read more here.

25 10, 2022

Personal Cybersecurity in 2022: What You Need to Know

October 25th, 2022|cyber security|Comments Off on Personal Cybersecurity in 2022: What You Need to Know

Protecting your property is important. Most people strive to keep thieves away by using locks, lights, dogs and alarms. But what do you use to protect yourself from Cyber Thieves? Being diligent in protecting yourself from Hackers is critical in today’s on-line digital world. Read more here.

11 10, 2022

Market Commentary for Q4: What It Means for Your 401(k)

October 11th, 2022|retirement planning|Comments Off on Market Commentary for Q4: What It Means for Your 401(k)

Market anxiety can derail a long term investment portfolio when emotions get in the way. The attached Market Commentary is provided to cut through the noise and get to the facts. Learn more here. 

19 09, 2022

September 2022 Market Commentary

September 19th, 2022|retirement planning|Comments Off on September 2022 Market Commentary

The market has been responding to the expectations of when we get to "terminal" interest rates in terms of the current tightening process, and trying to determine if we are at peak inflation. Since Jackson Hole, the market has adjusted to thinking rates may have to stay higher a little longer before there is a [...]

12 09, 2022

7 Bad Money Habits That Keep You Poor

September 12th, 2022|spending wisely|Comments Off on 7 Bad Money Habits That Keep You Poor

Making changes to the finance habits you have can make a very big difference in the end result. Small adjustments can lead to a much larger end result. Read more here.

23 08, 2022

9 Common 401(k) Questions – Answered

August 23rd, 2022|retirement planning|Comments Off on 9 Common 401(k) Questions – Answered

If you, like a lot of people, blindly contribute to your 401(k) plan but have many unanswered questions, this article may be worth your time. Read more here.

19 08, 2022

4 Reasons to Move Your Old 401(k)

August 19th, 2022|retirement planning|Comments Off on 4 Reasons to Move Your Old 401(k)

  If you have changed employers and not rolled your old 401(k) it may be in your interest to make sure you have control of those assets. Why? Potentially higher fees, greater flexibility, more investment choices and personal control may all be things you want to consider before leaving your retirement funds with an “X” [...]

15 08, 2022

3 Ways Target Date Funds May Hurt 401(k) Investors

August 15th, 2022|retirement planning|Comments Off on 3 Ways Target Date Funds May Hurt 401(k) Investors

The availability of Target Date Funds in 401(k) plans is a very common option. In fact, most 401(k) plans have a menu of these investments available to employees as an investment to consider. Sometimes what you don’t know could hurt you. Read the attached article on Target Date Funds to get the information you need [...]

1 08, 2022

Tips for Booking a Last-Minute Vacation on the Cheap

August 1st, 2022|spending wisely|Comments Off on Tips for Booking a Last-Minute Vacation on the Cheap

Money management isn't only about saving. It's also about enjoying life and spending wisely. We tend to think booking a last-minute vacation is a mistake. We worry we won't be able to find a place to stay or that we will spend more money because prices will rise. Use these 8 tips for booking a [...]

11 07, 2022

Inflation and the Market – What Every 401(k) Investor Needs to Know

July 11th, 2022|retirement planning|Comments Off on Inflation and the Market – What Every 401(k) Investor Needs to Know

The current economic and market environment uncertainty has a lot of investors nervous. And, rightfully, so. The market is ugly right now. Listen or read the news, and it’s all doom and gloom. While we are experiencing unpleasant market volatility, it’s important not to focus too much on the negative – as hard as it [...]