There are many Thanksgiving traditions we enjoy, yet often participate in them without knowing their origins. For instance, why do we eat turkey? Why do we watch a parade with giant inflatable character balloons? And when did Friendsgiving become a thing? Keep reading for 12 popular Thanksgiving traditions, and you might just be the smartest… Continue reading 12 Thanksgiving Traditions Explained
As our parents age, it’s natural to start worrying about their financial well-being. But how do you approach a conversation about money with the very people who raised you? We get it. It’s awkward. According to a Bankrate survey, “Americans think money is more taboo to talk about than their political or religious views.”¹ Specifically,… Continue reading Aging Parents & Finances: A Financial Talk Every Family Should Have
The IRS announced changes to retirement contribution limits to help workers boost their retirement savings with cost-of-living adjustments. Whether you’re saving through a 401(k), IRA, or another retirement plan, these updates can help you plan to maximize your contributions and ensure your retirement fund grows over time. 401(k) Retirement Plan Contribution Limits for 2025… Continue reading Retirement 401(k) and IRA Contribution Limits for 2025
Many Americans are potentially missing out on retirement savings by falling victims to the 401(k) to IRA rollover cash trap. According to Andy Reed, head of investor behavior research at Vanguard, “IRA cash is a billion-dollar blind spot.”¹ A recent report from Vanguard found that almost two-thirds of rollover investors unintentionally hold cash without investing… Continue reading Avoid the 401(k) to IRA Rollover Cash Trap
