Most people have been taught not to discuss money, but if we’re honest, we all want to take a sneak peek into one another’s bank accounts, saving accounts, and 401(k)s. This isn’t because we have bad intentions. It’s simply because we want to know how we measure up. Let’s consider the state of retirement. You… Continue reading State of Retirement 2022: How Do You Measure Up?
If you’re concerned about your investments and the current market conditions for early 2022, you aren’t alone. The best way to avoid making costly financial mistakes is to understand what’s going on and the underlying factors at play. In this post (and video below), we hope to put things in perspective with our market commentary… Continue reading Market Commentary for Q1: What Every Investor Needs to Know
If you’re wanting to catch up on 401(k) savings and are over the age of 40, it may seem overwhelming when you think about how you’re going to do it. Fret not. With proper planning, informed action, and determination, it is still possible to catch up and enjoy a comfortable retirement. Just follow these 5… Continue reading 5 Ways to Quickly Catch Up on 401(k) Savings over Age 40
Looking for a way to get ahead on 401(k) retirement savings this year? Check out the list below of 7 things you can do today to help maximize 401(k) performance in 2022. #1 Don’t Stay with the Default Plan More and more employers are automatically enrolling employees in their 401(k) plans. In fact, more and… Continue reading 7 Things That May Maximize 401(k) Performance in 2022
The new year is upon us, which means it is the perfect time to create and finalize a financial checklist for 2022. 2021 appears to have been a better year financially for many American families. Why? Because many started financial planning for the first time. According to a study by Northwestern Mutual, “A third (32%)… Continue reading 10-Step Financial Checklist for 2022
