17 Feb 401(k) and IRA: A Combined Savings Strategy
Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost your retirement assets. A recent...
socially responsible investing Tag
21 Jan Two Decades of Inflation
After being largely dormant for the last decade, inflation roared back in 2021 due to various factors related to the pandemic and economic recovery. For perspective, it may be helpful...
21 Jan Your Social Security Statement: What’s in It for You?
The Social Security Administration (SSA) provides personalized Social Security Statements to help Americans age 18 and older better understand the benefits that Social Security offers. Your Statement contains a detailed...
30 Dec Shareholder Efforts Pay Off
I read a Facebook post some years ago that said it didn’t make a difference for someone to invest in a sustainable fund. To be honest, I don’t recall their rationale,...
29 Dec Retirement Plan Limits on the Rise in 2022
Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase,...
24 Nov Is a High-Deductible Health Plan Right for You?
In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also available outside the workplace through private...
19 Nov Company Stock and Your Retirement Strategy
Posted at 08:00h
in Budgeting, Economy, Insurance, Retirement, socially responsible investing, sustainable investing, Uncategorized
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include stock options or bonuses paid...
16 Nov Retirement Investors: This Back Door May Be Closing for Good
Among the many provisions in the multi-trillion-dollar legislative package being debated in Congress is a provision that would eliminate a strategy that allows high-income investors to pursue tax-free retirement income:...
12 Nov How Long Do Workers Stay with Their Employers?
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in Budgeting, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, The Economy, Uncategorized
The median number of years that wage and salary workers had been with their current employer was 4.1 years in January 2020. However, employee tenure tends to vary based on...
10 Nov COP26: 2021 United Nations Climate Change Conference
These past weeks have seen the 2021 United Nations Climate Change Conference, also known as COP26, take place in Glasgow, Scotland. Originally planned for 2020, it is the 26th United...