How Much are you Contributing to Your Retirement?
Do you know what the contribution limits are for your specific type of retirement account? Knowing these limits will help you make the maximum contributions without exceeding those limits and […]
Getting a Head Start on College Savings
The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about $285,000.1 That’s roughly equivalent to the […]
Rebalancing Your Portfolio
Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may […]
Pay Yourself First
Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of […]
Preparing For Tax Season
Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and […]
How Retirement Spending Changes with Time
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some […]