by Brittany Harrison | Dec 5, 2020 | General Discussion, Retirement & Social Security, Tax Tips & Planning
[-- Read Time: 2 mins --] As 2020 draws to a close, we have a few year-end reminders for those who already have an Individual Retirement Account (IRA) or plan to open one soon. Be aware of the contribution and deduction limits This year you can contribute up to $6,000...
by Edward Camp | Aug 25, 2020 | IRS & Government, Retirement & Social Security, Tax Tips & Planning
[-- Read Time: 2 mins --] The Internal Revenue Service provided a reminder today that the Coronavirus Aid, Relief, and Economic Security (CARES) Act can help eligible taxpayers in need by providing favorable tax treatment for withdrawals from retirement plans and IRAs...
by Brittany Harrison | Mar 27, 2020 | General Discussion, Personal Finance, Retirement & Social Security, Saving Money
[-- Read Time: 3 mins --] You can’t just speak being a millionaire into existence. You need to create a plan and follow through. There are 18.6 million people in the United States who have at least 7 figures in their bank account. If you play your...
by Brittany Harrison | Jan 29, 2020 | General Discussion, Personal Finance, Retirement & Social Security, Saving Money
[-- Read Time: 2 mins --] Forty-six percent of Americans have no money saved for retirement, but it’s not too late to start. Contributing to a 401k is a hassle-free way to build wealth and earn tax breaks. If you’ve been iffy about joining your employer’s...
by Brittany Harrison | Jul 9, 2019 | General Discussion, Personal Finance, Retirement & Social Security, Saving Money
[-- Read Time: 3 mins --] When you get married life as you know it begins to change and mostly for the better. Saying “I do” can help you live longer, sleep better and you’re less likely to be depressed. Marriage also comes with numerous financial benefits including...
by Brittany Harrison | Jun 5, 2019 | General Discussion, Personal Finance, Retirement & Social Security, Tax Tips & Planning
[-- Read Time: 3 mins --] We’re halfway through the year which means if you haven’t started tax planning it’s time to get the ball rolling. We want you to save as much money as possible when you file next year. Here’s what you need to do to put yourself in...