With tax season right around the corner, it’s time to talk about what you need to know before you file 2023 taxes. According to the IRS, “Although the IRS will not officially begin accepting and processing tax returns until Jan. 29, people do not need to wait until then to work on their taxes if… Continue reading What to Know Before You File 2023 Taxes
It’s no secret that many Americans struggle to save for retirement. The hard truth is that this is often due to bad financial habits. Consider the fact that Americans’ credit card balances have gone up 40% over the last 2 years with overall card balances totaling $1.08 trillion.¹ Now, some of this debt is understandable,… Continue reading Are These 5 Bad Financial Habits Sabotaging Your Retirement Savings?
For those who wonder, “How much should I contribute to my 401(k)?” you’ve come to the right place. As much as we’d like to be able to tell you an exact amount to contribute, we can’t. It varies from one person to another, depending on how much you’ve already saved, how much you need to… Continue reading How Much Should I Contribute to My 401(k)?
Many companies offer the option to contribute to a 401(k), and the company will match a portion of those contributions. However, many investors leave this “free money” on the table by not contributing enough to receive the full 401(k) company match. If your employer offers a 401(k) company match, 2024 is the year to take… Continue reading 3 Reasons to Get the 401(k) Company Match in 2024
Many of us start the New Year resolving to do better financially, and based on reports from 2022, it’s easy to see why. A 2023 Bankrate survey found the following: “Americans are more than two times more likely to feel financially insecure than secure. Slightly more than 1 in 4 (28 percent) Americans say they… Continue reading 2024 Financial Checklist for Q1
