Blog
December 8, 2025
401(k) Balances by Age: Where Do You Stand?
Understanding the average and median 401(k) balance by age helps you see where you really stand. Vanguard’s data shows a wide gap...
December 1, 2025
12 Financial Moves to Start 2026 Strong
As 2025 wraps up, now may be the perfect time to tighten up your finances and set yourself up for a stronger...
November 24, 2025
How to Avoid Holiday Debt: 8 Steps to Stay on Budget
Holiday spending is rising sharply in 2025, with shoppers planning to spend more on gifts and online purchases than last year. This...
November 17, 2025
Retirement 401(k) and IRA Contribution Limits for 2026
Updated: November 2025 According to the IRS (Notice 2025-67, released November 13, 2025), the 401(k) contribution limit will rise to $24,500 for...
November 10, 2025
7 Smart Money Moves to Make before Year-End
The final weeks of the year are more than just holiday prep and family gatherings. They’re also your last chance to make...
November 3, 2025
Why the 2026 Social Security COLA Increase Won’t Be Enough
If you’re hoping the 2026 Social Security COLA will help ease the pressure of rising costs, don’t get your hopes up. The...
October 27, 2025
401(k) Loan Repayment Rules: What Happens If You Default?
When times get tough, borrowing from your 401(k) may seem like a smart solution. After all, it’s your money, right? But here’s...
October 20, 2025
Why a Market Correction Could Be Good News for Investors
After a strong third quarter and a better-than-expected September, investors are asking, “How much longer can this last?” In his latest market...
October 13, 2025
Get Serious about Your 401(k) Strategy This Q4
As Q4 begins, now is the time to review your 401(k) plan and make sure your retirement strategy is on track. Waiting...
October 6, 2025
IRS Finalizes Rules on 401(k) Catch-Up Contributions
If you’re 50 or older and planning to make catch-up contributions to your 401(k), big changes are on the way – especially...