Bob Hope once said, “When we recall Christmas past, we usually find that the simplest things – not the great occasions – give off the greatest glow of happiness.”¹ The simplest things, such as at-home Christmas activities, are the ones we are most likely to remember. Many people overspend during the holiday season because they… Continue reading At-Home Christmas Activities for the Whole Family
Many of us assume everyone enjoys the same Thanksgiving traditions across America as we do, but that’s not exactly true. There are many Thanksgiving traditions that are so popular that they’ve become synonymous with the holiday itself. However, no two American households are alike, so no two American households share the same Thanksgiving traditions. Some… Continue reading 10 Thanksgiving Traditions across America
Many investors who have left a 401(k) behind with their past employer may not think it’s a big deal. But it is. And it’s one that may be costing you more in retirement savings than you think. Capitalize recently published a white paper The True Cost of Forgotten 401(k) Accounts stating as of May 2021,… Continue reading How Much Is Your Forgotten 401(k) Costing You in Potential Savings?
The IRS has announced contribution limits for qualified retirement plans for 2022. However, there may be changes coming to the info below. In the November 3 draft of the Build Back America Act currently sitting in Congress, there are proposed provisions to curb contributions and accelerated distributions for high-balance retirement accounts. In addition, the bill… Continue reading Retirement Plan Contribution Limits for 2022
Whether you realize it or not, you have family money values. The way parents talk about money, save money, and spend money affects their children. Business Insider explains, “Often times, the way we understand and deal with money as an adult comes from watching our parents or parent-like figures handle them. These are called ‘money… Continue reading Identifying and Instilling Family Money Values
