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Category: General Blog

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Don’t Break the Bank: Tips for Planning Your Family Summer Vacation

Now is the time to plan and save for a family summer vacation. If you wait too much longer, you’ll be too late. This is because Americans are still feeling the need for pent-up “revenge” travel following the pandemic – even with inflation. According to Forbes, “The U.S. Travel Foundation is forecasting an increase in… Continue reading Don’t Break the Bank: Tips for Planning Your Family Summer Vacation

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Is Professional 401(k) Account Management Right for Me?

There’s a lot of talk right now about professional 401(k) account management after the recent info on the Blooom shutdown – how it’s left investors in the dark.  Professional 401(k) account management has been in the news lately with Blooom shutting down services effective November 2022.   The direct-to-consumer retirement robo-adviser platform with more than… Continue reading Is Professional 401(k) Account Management Right for Me?

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Roth 401(k): Here’s What You Need to Know

Planning for retirement includes taking into consideration taxes come retirement. And, to avoid a retirement tax bomb later on, many investors are opting for the 401(k) Roth provision.  If your employer offers a Roth 401(k) provision, you can enroll in both the traditional 401(k) plan and take advantage of the Roth provision, which allows you… Continue reading Roth 401(k): Here’s What You Need to Know

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13 Ways to Avoid Cutting Back on 401(k) Contributions amid Inflation

With inflation sky-high, many Americans are cutting back on 401(k) contributions. Inflation is eating away at our purchasing power. Many of us are stretched too thin even trying to cover basic essentials.  It’s not only forcing us to rethink where we put our money, but it’s also increasing our stress levels about our investments.  A… Continue reading 13 Ways to Avoid Cutting Back on 401(k) Contributions amid Inflation

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Big Increases to Retirement Plan Contribution Limits for 2023

Big increases are coming to retirement plan contributions for 2023, which means you can save a lot more for retirement next year.  The 2023 IRS contribution limit increases were anticipated given the recent inflation rates – the highest in four decades.  Keep reading below to find out exactly how much you can contribute for 2023… Continue reading Big Increases to Retirement Plan Contribution Limits for 2023

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Personal Cybersecurity in 2022: What You Need to Know

Cybercrime is growing at an alarming rate with almost 850,000 reports to the FBI in 2021 alone.¹  Those are just the ones reported! Imagine how many more go unreported. October may be Cybersecurity Awareness Month, but personal cybersecurity should always be at the forefront of our minds. The problem is that the number of incidents… Continue reading Personal Cybersecurity in 2022: What You Need to Know