Blog

Despite a brief 6% correction in the latter part of the first quarter, the stock market has shown resilience and growth in the first half of 2024. Keep reading for factors contributing to this and what you need to know....

Women are saving less for retirement than men – and not just by a little. Prudential’s 2024 Pulse of the American Retiree survey found, “Across all age groups, women are particularly vulnerable, with less than a third the median savings...

When it comes to investing for your financial future, understanding the tax consequences is important to growing wealth.  Because it’s not just what you make, it’s what you keep, that counts.  How tax savvy are you with regards to your...

While we are all about celebrating the birth of our great nation, we don’t believe you should spend a lot of money (or go into debt) celebrating it. But that wasn’t the case in 2023. Americans spent more than ever....

In mid-2024, Americans are still facing high inflation and high interest rates.  And they are saving less and spending less.  According to data from the Commerce Department, “The personal saving rate, the share of income that Americans are squirreling away,...

Fidelity Investments recently released a report on 2024 trends, and Q1 shows record high 401(k) savings in 2024. Read on to discover more about the current 401(k) savings rate, why rates have increased, and how you can save even more....

You’ve worked hard to build up your savings to ensure you have a comfortable retirement. What if cybercriminals stole from your 401(k)? Sadly, it’s happening, and experts are fearful it may happen more frequently with retirement accounts – with some...

Now that we’re halfway through the year, are you looking for ways to boost your 401(k) savings?  Many Americans are struggling to save like they used to, and their retirement accounts are taking a hit. According to recent data from...

It’s important to your retirement savings and to your future retirement lifestyle to understand what you’re invested in.  If you have a 401(k), this begins with asking questions – the right questions about your 401(k).   Read on to see the...

It’s easy to see why people are searching for free or inexpensive things for families to do this summer – summer isn’t cheap! Mass Mutual reports, “Nearly half of Americans plan to travel this summer – a ten-point increase over...

More Americans are entering the 401(k) millionaire club. In fact, 422,000 retirement savers are now labeled 401(k) millionaires¹.  It’s not a surprise we are seeing a rise in questions about how to become a 401(k) millionaire. If you’ve been wondering...

A recent survey revealed that 24% of respondents are thinking about decreasing 401(k) contributions to free up more money.¹ We get it. Times are hard for some people right now. If you are stressed about your finances, you are not...

If you’ve taken a new job, chances are you were automatically enrolled into a new 401(k), handed a welcome packet, and then left wondering what to do. The problem is that 63% of Americans don’t understand how a 401(k) plan...

Whether you’ve lost your job or plan on changing jobs in the near future, there are common 401(k) rollover mistakes you need to be aware of.  Ignore these, and a rollover could take a chunk out of your retirement savings,...

Graduation season is upon us. If you don’t have a gift for your grad yet, may we suggest something better than a gift card or cash?  It doesn’t matter if they are graduating high school or college – young adults...