06 May The money story you’re still living
Most of us didn't sit down one day and decide how we'd feel about money. We inherited it. From the way our parents talked or didn't talk about finances. From the phrases...
Retirement Tag
15 Apr SEP IRA vs. Solo 401(k): Weighing Your Retirement Options
Small business owners and self-employed individuals have several retirement plan options, with SEP IRAs and Solo 401(k)s being two popular choices. Each offers distinct advantages and limitations that could impact...
19 Jun How Your Biases Can Affect Investment Decisions
Traditional economic models are based on the premise that people make rational decisions to maximize economic and financial benefits. In reality, most humans don't make decisions like robots. While logic...
19 Jun Saving for College: 529 Plan vs. Roth IRA
529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give people another tax-advantaged way to...
15 Apr Why Do Workers Take Less Paid Time Off Than They Can?
In a 2023 survey, nearly nine out of 10 workers said it was extremely or very important to have a job that offers paid time off (PTO) for vacations, doctor...
08 Apr Are You Spending Money to Keep Stuff You Don’t Need
It's estimated that more than one in 10 Americans leases a storage unit. In June 2023, the nationwide prices charged by self-storage facilities averaged $165 per month, after rising 20%...
01 Apr Do you know if your retirement is at risk?
An analysis of data from the Federal Reserve Survey of Consumer Finances found that 47% of U.S. households were at risk of not having adequate retirement income, but only 19% were aware...
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),...
13 Mar 2023 Key Numbers
Links to all of the key numbers for your 2023 planning. Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions,...
10 Jan 2023 Key Numbers-Retirement Planning
2023 and 2022 contribution rates for employer and individual retirement accounts, including income phase-outs for IRA deductions and ROTH IRA contributions. Employee/individual contribution limits Elective deferral limits 2022 2023 401(k) plans, 403(b) plans, 457(b) plans,...
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