If you have a surplus of cash on hand that you want to save for the future, which account type should you consider? This checklist provides a structured outline to guide you regarding available and appropriate savings strategies: What Accounts Should I Consider If I Want to Save More? This … [Read more...]
Accounts to Save More
What Issues Should I Consider at the Start of the Year?
The start of the year is a great time for a financial check-up. As you reflect back on the prior year, you may be motivated to consider making changes for the future. If you are looking to make a fresh start this year, here is a checklist that covers fundamental financial considerations: What … [Read more...]
Merging Your Money When You Marry
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your … [Read more...]
Student Loan Repayment Delayed Again
...To Future Date in 2023 The Biden administration has announced another extension for repayment of federal student loans to an unspecified date in 2023 due to legal challenges that have blocked implementation of the student loan debt relief program. The previous payment moratorium was set to … [Read more...]
Leaving Your Job? Retirement Savings Plan Options
Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? If so, make sure you've considered all your options. In general, you have the following four options when you're eligible to receive a distribution from your employer … [Read more...]