We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
How to do a Backdoor Roth IRA Contribution
A Backdoor Roth IRA strategy is a great way for people to save more money for retirement. But how does it work? And what are some of the rules you need to be aware of? Our blog answers these questions and gives you a step-by-step guide for doing a Backdoor Roth IRA.
How to Get the Most Out Of Your Savings Account [Video]
Do you tend use your savings account to hold onto cash? In this article, learn about what they are and what to look for in a savings account.
Social Security Cost of Living Increase in 2022
High inflation is going to lead to a significant Social Security Cost of Living Increase in 2022. How much of an increase can you expect, and how does this impact the Social Security system? We tackle these questions and more in this week’s post.
Your Guide to Open Enrollment & Employee Benefits [Video]
Open Enrollment is the period, from September to November, when you can change your employee benefits. Do you know what benefits you need?
Labor Day and Community Service [Video]
Labor Day and Community Service. We all love breaks from the routine Labor Day, for example, we don’t have to go into work we can do what we need. But what if this year you gave up your time rather than doing what you wanted.
Update Your Monthly Contributions [Video]
Did you know the maximum amount that can be contributed to retirement accounts can change from year to year? It’s true. And taking advantage of these contribution limit increases can make a big impact over your working career.
Is the Bear Market Over?
Markets have rallied off the bottom causing investors to ask, “Is the 2022 bear market over?” We look at what’s happening with the economy and what the bond market is telling us about a potential recession. Then we dive into different types of bear markets and give our perspective on what to do if the current bear market has further to run.
Inflation and Back To School Shopping [Video]
This school year, you might find that inflation and back to school shopping are a package deal. Shop smart this fall with our checklist!
AbbVie Retirement Income Choice for Employees
AbbVie’s Retirement Income Choice window is open! Employees must choose whether they’ll stay on their old plan or move to a new plan. Deadline is August 26, 2022!
To Pay Down Or Save? A Question Of Net Worth [Video]
People ask: Should I pay off a loan or should I save money? This really becomes a question of net worth. Let’s discuss what net worth is…
Will We Get Relief From Inflation
Inflation is on fire with prices going up everywhere. Is there any relief from inflation on the horizon? In this month’s newsletter we look ahead to the rest of 2022 and speculate that we may have a brief respite from inflation.
Are You Fully Vested? [Video]
Have you ever looked at your retirement account statement and noticed two different balances? Today let’s discuss the vested balance.
