Lessons Learned: My Three Years of (Un)Retirement—A Chance to Reinvent Yourself
I just passed my 3-year mark of what we like to call (Un)Retirement. It’s about no longer having that big job and now you have the time to freestyle and…
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4 Essential Steps to Take if You’re Thinking of Retiring Next Year
Retirement is a significant change in anyone’s life, especially when you transition from being a saver to a spender. But before you start planning your retirement party, there are some…
Key Savings and Tax Benefits of a Health Savings Account (HSA)
A Health Savings Account (HSA) is a type of savings account designed to help individuals and families save money on their health expenses and reduce their future tax bill. To…
How To Balance Saving for Retirement and Building Your Emergency Savings
When it comes to personal finance, there are several competing priorities that can make it difficult to determine where to focus your efforts. For many people, the choice between building…
SECURE Act 2.0 Retirement Savings Opportunities: How Can It Benefit You?
The 2019 Setting Every Community Up for Retirement Enhancement (SECURE) Act revised existing rules around retirement saving. In December of 2022, Congress passed, and President Biden signed into law, a…
Tax-Loss Harvesting: A Valuable Tax-Saving, Portfolio-Balancing Tool
Tax-loss harvesting is a way of lowering your tax burden when buying and selling securities in your portfolio. It uses the money you lose on one investment to offset the…
2022 Year-End Financial Checklist: Prevent Tax Penalties and Missed Planning Opportunities
Every November, as Thanksgiving gives way to the busyness of year-end festivities, there’s a moment when you ask yourself if there is something you should be doing with your finances…
10 Reasons Why You Shouldn’t Leave Your 401(k) with Your Ex-Employer
What you need to know Whatever your reason for leaving a place of employment – retirement, termination, or just moving on – it’s easy to overlook one decision that can…
Scams on the Rise: Protect Yourself from Tech and Fraud Support Scams
For people over the age of 60, the tech support scam was the most reported online fraud in 2021, increased by 51% since 2019.1 Part 1 in a 3-part Series…
