Blogs
2026 IRA and 401(k) contribution limits
I wanted to pass along important information from the IRS that could impact how you plan your retirement savings for 2026. Here’s a summary of the 2026 contribution limits for tax-advantaged retire
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Stay Alert: Email & Text Message Scams to Watch Out For
In addition to scam phone calls, we’re seeing a rise in email and text message scams designed to trick people into clicking dangerous links or sharing personal information. Here are a few common sca
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Don’t Lose Track of Your Retirement – What to Do When You Leave an Employer
If you’ve ever changed jobs—or are now entering retirement—you may have left behind a retirement plan with a former employer. For many people, these accounts are easily forgotten or become difficult t
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Importance of Staying Invested
It's common for investors to feel the urge to react to market fluctuations by adjusting their portfolios or trying to predict market movements. However, research and historical data consistently show
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Why are Beneficiaries Important?
A look at the importance of designating beneficiaries. Who have you chosen to inherit your funds? Can you imagine what would happen if the money in your account went to someone you were estranged from
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Start Planning Now: Medicare & Social Security Basics Part 2
When should you claim Social Security?Consider a few key factors as you decide with your financial professional: How long do you think you will live? If you have a feeling you will live into your nine
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Start Planning Now: Medicare & Social Security Basics
Are you 64? Prepare to Sign Up for Medicare.This is the time to arrange lifelong health coverage. Regardless of how young or old you feel at 64, you should make sure to sign up for Medicare. The sign-
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A Lesson on 403(b)s
Have you ever wondered about the benefits of a 403(b)?This retirement plan allows teachers & employees of non-profits to invest for the future. Does your spouse contribute to a 401(k)? You are probabl
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Guarding Against Identity Theft
Guarding Against Identity TheftTake steps to protect your vital information. America is enduring a data breach epidemic.The latest annual study of the problem from Javelin Strategy & Research, a le
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College Funding Options
Saving for college doesn’t have to be a daunting task.How can you cover your child’s future college costs? Saving early and often may be the key for most families. Here are some college savings vehicl
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Riding Out Volatility
How should you respond to volatility? When considering this question, you may want to think about the bigger picture before making any decisions. In 2017, Wall Street saw very little pronounced volati
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5 Questions to Help You Manage Money Well as a Couple
When you marry, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. At some point, you will hav
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Rehearsing for Retirement
Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the third act of your life, while still enjoying the second. Pretend you
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What Could You Do With Your Tax Refund?
About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.1 What do households do with that money? It varies. Last year
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