Blog
August 25, 2025
Should I Rebalance My 401(k) Mid-Year?
Mid-year is a common time for people to reassess their finances – including their 401(k) strategy. From market changes to personal life...
August 18, 2025
The 401(k) Vesting Schedule: Why You Should Care
Depending on your 401(k) vesting schedule, it may take you up to 6 years to fully own your matching contributions. Unfortunately, the...
August 11, 2025
7 Strategies to Maximize 401(k) Savings in 2025
Whether you are planning to retire in 2 years or 20, you should be looking for ways to maximize 401(k) savings. Many...
August 4, 2025
15 Ways to Save Money on Extracurricular Activities
As the school year creeps closer, most parents are laser-focused on notebooks, backpacks, and new shoes. But there’s another major expense waiting...
July 28, 2025
Gen X Is Retiring Soon. Are They Ready?
Gen X is retiring soon. Are they ready? The outlook isn’t great. Gen X is the first generation to rely primarily on...
July 21, 2025
5 Things That Can Derail Your Retirement Goals
Life doesn’t always go as planned. Unfortunately, this is something we see often when it comes to retirement. Something unexpected (or simply...
July 14, 2025
7 Tips to Elevate Retirement Savings in Q3
We’re halfway through 2025, which means now may be the ideal time to check in on retirement savings in Q3. Are you...
July 7, 2025
What Happens When People Stop Contributing to a 401(k)?
Given the uneasiness with the world and the economy, people have been asking more frequently if they should stop contributing to a...
June 30, 2025
12 Tips for Celebrating 4th of July on a Budget
Celebrating 4th of July is a summer staple for most Americans, but it doesn’t come cheap. When you add it to already...
June 23, 2025
Borrowing from a 401(k) to Start a Business
Borrowing from a 401(k) to start a business may seem like a fast way to fund your dream, especially if you’re short...