Nov 11, 2020 | Retirement Planning
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)s. The salary deferral amount for 401(k)s remains the same...
Sep 9, 2020 | Retirement Planning
How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths. True or false:...
Jan 22, 2020 | Retirement Planning
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a...
Feb 3, 2019 | Investing, Retirement Planning
Do you have high-deductible health insurance plan through work or a non-government policy you purchased yourself? If so, you might have access to a great a great retirement account you never heard of. It is called a Health Savings Account (HSA) and it is a hidden gem...
Dec 9, 2018 | Investing, Retirement Planning
Do any of the following phrases sound familiar to you? “Retirement is still a long way off. There’s plenty of time to save for it.” “I have too many expenses right now to put anything aside.” “I’ll get around to saving … sooner or later.” It is common for people...
