02 Jan Then and Now: From 2003 to 2023
In 2003, the U.S. was emerging from the dot-com recession, unemployment rates were peaking during a jobless recovery, and online shopping was becoming more popular. Twenty years have passed, and...
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01 Jan Retirement Plan Limits for 2024
[caption id="attachment_19120" align="alignleft" width="170"] Retirement savings limits are once again on the rise in 2024.[/caption] Many IRA and retirement plan limits are indexed for inflation each year. Several of these key...
11 Dec After a Surprising 2023, a Cautiously Optimistic Economic Outlook for 2024
[caption id="attachment_19109" align="alignleft" width="170"] “Of course, even with state-of-the-art models and even in relatively calm times, the economy frequently surprises us.” — Fed Chair Jerome Powell[/caption] Despite high interest rates and...
06 Nov Why We Have an Emergency Fund
The unexpected is why we have an Emergency Fund or Contingency Fund if the idea of an emergency stresses you out. I also like to add buckets for other big chunks...
30 Oct How to Kill Your Zombie Subscriptions
In a 2022 survey, consumers were first asked to quickly estimate how much they spend on subscription services each month, then a while later, they were directed to break down...
17 Oct October is National Financial Planning Month!
What doors are you opening to your money this month? What steps can you take towards your financial goals? A few ideas...
16 Oct What Real People Think About Artificial Intelligence
When U.S. adults were asked about the expanding presence of artificial intelligence (AI) technology in daily life, 38% said they were more concerned than excited, while just 15% were more...
03 Oct Know Where You’re Going
And that there may be some detours along the way...
25 Sep Employee Access to Roth 401(k) Plans on the Rise
Roth 401(k) plans can offer an ideal opportunity to build a source of tax-free retirement income. There are no income restrictions to participate, they have much higher contribution limits than...
25 Sep Why Buy Life Insurance During Unsettled Economic Times?
To say the economy has been uneven over the past few years is an understatement. Amid these bumpy economic times, why buy life insurance? Here are a few reasons. Protection for...