In an ideal marriage, both spouses want the best for each other. This includes a comfortable retirement. Unfortunately, there is one 401(k) mistake married couples make without even realizing they are doing it. It may seem small, but it can make a big impact on your retirement future. The mistake? Not communicating and clearly deciding… Continue reading The #1 401(k) Mistake Married Couples Make
Saving for retirement is critical, but many in their 20s and early 30s put it off. It’s easy to see why. It’s not cheap to build a new life, buy a home, or start a family. Add in inflation, the high cost of housing, and rising interest rates, and it is understandable why many in… Continue reading Saving for Retirement When You Are In Your 20s
June 19, 2023 In Uncategorized And just like that, we are halfway through 2023. If only there were a Q3 personal finance to-do list you could consult… Based on the title of this article, it’s easy to see you’ve come to the right place for Q3 personal finance tips. Now that we have reached the… Continue reading Q3 Personal Finance To-Do List
May 29, 2023 In Uncategorized Summer is expensive for parents, which is why it is the perfect time to teach kids about money. With kids out of school, parents have to either spend money on childcare, camps, or entertainment. It adds up. Fast. Pre-pandemic, families were already spending quite a bit during the summer months.… Continue reading 15 Fun Ways to Teach Kids about Money This Summer
May 8, 2023 Contrary to what most experts advise, there are times when it may not make sense to roll over your 401(k). We even advise most investors against leaving behind an old 401(k). However, there is an IRS rule that – if you qualify – may help you have more money and avoid penalties… Continue reading When It May Not Make Sense to Roll Over Your 401(k)
