Roth 401(k) Versus Traditional 401(k) More and more employers are offering a choice between a Roth 401(k) and a Traditional 401(k). What is the best...
Articles
The Secure Act 2.0 and Its Impact on Your Retirement
The Secure Act 2.0 and Its Impact on Your Retirement With the clock ticking fast on 2022, President Biden signed the omnibus spending bill into law...
Stuck in the Middle: The Sandwich Generation
Stuck in the Middle: The Sandwich Generation Parenting children of all ages has its challenges, but research shows that children aged 12 to 14 are...
Are Qualified Charitable Distributions Right for You?
Are Qualified Charitable Distributions Right for You? It’s always great when you find a tool that can do two jobs at once. Do you want to save on...
How to Maximize Your Impact with a Donor-Advised Fund
Many of us have causes that we care about and charities that we want to support. And it’s been found that making charitable donations, be they...
Retire Early with the Rule of 55
The IRS has a lot of rules, as anyone who has ever tried to do their own taxes knows! And most of those rules are annoying and cost us money. But...
A Guide to Retirement Planning
A Guide to Retirement Planning Retirement is a far-off concept, something that is decades away. Until it isn’t. Retirement isn’t something...
Bucket Strategy for Retirement Planning
Bucket Strategy for Retirement Planning There is a popular budgeting method known as zero-based budgeting. The premise is that your income minus...
Rent or Buy? What’s Best For Your Retirement?
Rent or Buy: What’s Best For Your Retirement? Deciding to retire is a big decision. And it’s not the only one you’ll have to make. You’ll also face...
What Are Your Financial KPIs? 7 Numbers You Need To Know
What gets measured gets managed. That’s especially true in personal finance. We can’t adequately plan for things like vacations, buying a home,...
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