18 Mar How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground, and money arguments frequently erupt. But you can learn to work with — and even...
retirement planning Tag
18 Mar Trailblazers: Women Who Made Financial History
March is Women's History Month. What better time to reflect on the contribution women have made to the field of finance? What follows are the stories of just five of...
15 Feb Love Your Money Tips
If you’re not into the Valentine’s hoopla, you can still use the day to love-on something you care about. Your dog, garden, family. And… what about your money!? Some tips to...
09 Feb 2024 Key Numbers – Retirement Planning
2024 and 2023 contribution rates for employer and individual retirement accounts, including income phase-outs for IRA deductions and ROTH IRA contributions. Employee/individual contribution limits 1 Must aggregate employee contributions to all 401(k), 403(b),...
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...
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...
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...