January Is National Financial Wellness Month
January is Financial Wellness Month, a time to check-in with your financial strategy.
Most Common Financial New Year's Resolutions
This blog will review some of the most common financial New Year’s resolutions and share specific tips on achieving those goals.
Is "Temporary Retirement" the Newest Trend?
This blog is about what temporary retirement means, the potential benefits, and some financial planning considerations of taking a career break.
Is It Too Late to Start a Retirement Fund?
This blog will remind readers that it’s never too late to start a retirement fund and provide some tips and considerations for those starting to save later in life.
New 401(k) Limits and More for 2025
The IRS has increased the 401(k) contribution limit for 2025 to $23,500. Plus, there are new catch-up contribution limits and expanded eligibility for tax benefits. Learn more about how these changes can impact your retirement plan.
Social Security Cost of Living Adjustment (COLA) Throughout the Years
This blog will outline the Social Security Cost of Living Adjustment and how it has evolved.