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April 6, 2020

Coronavirus, Aid, Relief and Economic Security (Cares) Act FAQs

Can I make withdrawals from my retirement funds to pay for COVID-19 related expenses? Yes, if your plan allows, you can withdraw up to $100,000 without paying a penalty if you make your withdrawal between January 1 to December 31, 2020. Who is eligible to make COVID-19 related withdrawals? You, your spouse or dependent must […]

January 14, 2020

New Year’s Resolutions

Feeling charitable? Learn how to give smart. Save More The more you save, the more money you’ll have to add to your 401(k) contributions, pay off debt, take vacations or buy a car in the future. There are countless ways to save and it is beyond rewarding when you watch your money grow. Tighten Your Budget A […]

January 8, 2020

The SECURE Act. Ready or Not, Here It Comes.

So how will the SECURE Act effect your retirement savings? Below are a few of the major provisions and how they might affect you. Don’t Miss: Retirement planning is more than saving No Age Restrictions on IRA Contributions Currently, contributions to a traditional IRA are not allowed if you are a working taxpayer over the age […]

December 3, 2019

How to Prioritize Your Holiday Spending

Don’t miss: How do I know how much I’m spending You don’t have to match the gifts others give you. Your friends and family do not want you to go into debt for you to get them a fancy gift. If you are purchasing gifts for multiple friends, narrow your list down. “Naughty vs Nice”, […]

December 2, 2019

The Importance of Charitable Giving and How to Do It Right

We’re big fans of giving to charity, but there’s also an income tax deduction you can take advantage of if you do so—the kind of deduction you get upfront in year one. If you donate property or something that has a big capital gain to it, you don’t have to pay capital gains tax. If you have an […]

November 26, 2019

Securing Your Family’s Financial Future

Don’t miss: Staying proactive with your finances First, consider whether your household will consist of either one or two incomes. Will that change at some point? This will have a great impact on your budget, which in turn will affect your lifestyle. Secondly, lay any large debts on the table. Credit cards, student loans, auto financing […]

November 12, 2019

Staying Proactive With Your Finances

Don’t miss: Do you need life insurance?  These choices not only impact your finances today but potentially the rest of your life. The best time to learn good spending and financial habits is now – and we are happy to bring you a few pieces of advice given our years of experience and expertise in […]

October 19, 2019

4 Major Retirement Pitfalls to Avoid

Pitfall #1: I don’t want to talk about it The first hurdle to get over is talking with your partner about retirement. A lot of people don’t know where to start. Many get hung up on picking an age to retire. Instead, ask yourself what does retirement look like for me? Working less? Never stepping […]

October 8, 2019

Life Insurance: Do You Need It?

According to the 2019 Insurance Barometer Study (Life Happens/LIMRA), 40% of those without insurance coverage would have immediate trouble paying living expenses if the primary wage earner died. When evaluating your insurance needs it’s best to think about what financial obligations need to be taken care of in the event of your death. Are you […]

September 24, 2019

Boost Your Retirement Savings

1. Your spouse doesn’t work So long as you have earned income, your non-working spouse can maintain a separate IRA in his or her name—funded from your earnings—effectively doubling your savings potential. Don’t miss: Should you lease or buy your next car? 2. You freelance or have a side business If you earn income from freelance work or a […]

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