Feb 18, 2020 | Savings, Uncategorized
How to Take Advantage of the New Retirement Rules February 21, 2020 The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was passed by Congress in late December 2019. Here are some of the features in the new...
Feb 5, 2020 | Savings, Uncategorized
How to Take Advantage of the New Retirement Rules February 21, 2020 The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was passed by Congress in late December 2019. Here are some of the features in the new...
Nov 7, 2019 | Savings, Uncategorized
Tips to Improve Your Credit Score November 25, 2019 Your credit score is more important than ever. Once viewed as a necessity when applying for a mortgage, it now factors into renting an apartment, paying for utilities, buying a cell phone, and...
Oct 7, 2019 | Savings, Uncategorized
Tax Planning Tools: Health Savings Accounts (HSA) October 10, 2019 If Benjamin Franklin were alive today, his famous quote “Nothing is certain, except death and taxes.” might include a third item — paying medical expenses. Medical expenses, in one form...
Aug 6, 2019 | Savings, Uncategorized
Make the Most of Your 401(k) Plan August 21, 2019 Start Early. A 25-year-old employee who saves $300 a month will accumulate over $1 million by age 65 (assuming an 8% annual rate of return). By waiting ten years and still investing the same amount ($300 a month),...
Aug 6, 2019 | Savings, Uncategorized
Avoid the Pitfalls of Selling Property to Family August 13, 2019 Suppose you own property you intend to transfer to your loved ones. Perhaps you are considering giving your children an ownership interest in your principal residence. Before you act, you should review...
