Jan 5, 2021 | Savings, Uncategorized
2021 Retirement Plan Limits January 14, 2021 As part of your 2021 tax planning, now is the time to review funding your retirement accounts. By establishing your contribution goals at the beginning of each year, the financial impact of saving for your...
Dec 2, 2020 | Savings, Uncategorized
Ideas for Better Savings Rates December 22, 2020 Before the housing bubble burst in 2008, you could find high yield savings accounts that were paying rates over 5%. Today? These same banks are paying less than 0.10% So where are you supposed to put your...
Oct 1, 2020 | Savings, Uncategorized
Switching Jobs? Here’s What to do With Your 401(k) October 19, 2020 If you are in the midst of switching jobs and your 401(k) is with your current employer, you must decide what to do with your retirement account when you leave. Here are your four...
Sep 1, 2020 | Savings, Uncategorized
A Gift of Stock Information is Key When Using this Tax Planning Strategy September 8, 2020 You own some stock that has increased in value. To avoid a possible taxable gain by selling the stock, you wish to give it directly to a child or grandchild. This...
Sep 1, 2020 | Savings, Uncategorized
Find a Budget Method that Works for You September 4, 2020 You have your own unique personality, preferences and lifestyle. Likewise, how you manage and organize your finances can have its own personality, including how you budget. Here are five different...
Aug 3, 2020 | Savings, Uncategorized
Don’t Make These Mortgage Refinancing Mistakes August 18, 2020 With 30-year fixed rate mortgages approaching historical lows of 3%, you may be thinking about refinancing an existing mortgage. But you better read the fine print before signing on the...
