Catch-Up Contributions

Catch-Up Contributions

A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident.1 In 2001 congress passed a law that can help older workers make up for lost time. But...
Estimating the Cost of College

Estimating the Cost of College

It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2021 report, the College Board showed that in-state tuition and fees at public four-year institutions increased by 9% in inflation-adjusted dollars between the 2011-12 and...
SECURE ACT 2.0: AN OVERVIEW

SECURE ACT 2.0: AN OVERVIEW

January 2023 – Newsletter – In this issue: SECURE Act 2.0: An Overview, Eight Mistakes That Can Upend Your Retirement, Estimating the Cost of College and Important Birthdays Over 50. Read...
Important Birthdays Over 50

Important Birthdays Over 50

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several...