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,...
sustainable investing Tag
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?
Posted at 08:00h
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...
09 Nov Women Face Challenges in a Post-Pandemic World
Posted at 08:00h
in Budgeting, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, The Economy, Uncategorized
The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic's impacts on women have been far-reaching and potentially long-lasting. Now that the...
05 Nov Net Price Calculators Help Gauge College Affordability
Posted at 22:50h
in Budgeting, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, The Economy
Fall is the time when many high school seniors narrow their college lists and start applying to colleges. One question that is often front and center on the minds of...
02 Nov The Budget and the Debt Ceiling: Federal Spending in the Crosshairs
On September 30, 2021, Congress averted a potential federal government shutdown by passing a continuing resolution to provide funding for government operations through December 3, 2021.1 This was only a temporary...
29 Oct Social Security’s Uncertain Future: What You Should Know
Social Security is a pay-as-you-go system, which means today's workers are paying taxes for the benefits received by today's retirees. However, demographic trends such as lower birth rates, higher retirement...