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A Decision Not Made Is Still a Decision

2025-04-24T14:08:08-07:00

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all." This investment inaction is played out in many ways, often silently, invisibly, and with potential consequences to an individual’s future financial security. Let's [...]

A Decision Not Made Is Still a Decision2025-04-24T14:08:08-07:00

Important Birthdays Over 50

2024-12-26T17:44:54-08:00

Age 50 At age 50, workers in certain qualified retirement plans are able to begin making annual catch-up contributions in addition to their normal contributions. Those who participate in 401(k), 403(b), and 457 plans can contribute an additional $7,500 per year in 2025. Those who participate in Simple Individual Retirement Account (IRA) or Simple 401(k) [...]

Important Birthdays Over 502024-12-26T17:44:54-08:00

Retirement Strategy After a Job Loss

2024-12-26T17:37:49-08:00

Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if you’ve been laid off—or if the idea is an all-consuming concern. According to a November 2024 MarketWatch survey, 70% of [...]

Retirement Strategy After a Job Loss2024-12-26T17:37:49-08:00

Can I Create a Roth IRA if I’m Over the Income Limit?

2024-12-26T16:52:05-08:00

Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor Roth conversion,” is sometimes used by individuals whose incomes exceed the current limits for direct Roth IRA [...]

Can I Create a Roth IRA if I’m Over the Income Limit?2024-12-26T16:52:05-08:00

Doggy Pay Care – Budgeting for Pet Care

2024-10-10T14:13:04-07:00

Creating a Budget for Dog Parenthood Are you thinking about bringing a loyal, frisbee-chasing, treat-seeking, sock-stealing, face-licking, tail-wagging, bed-cuddling Canis familiaris into your life? If so, you’re in good company. According to Forbes Advisor, 65.1 million U.S. households own a dog, making it the most popular pet by far (cats are second, at 46.5 million [...]

Doggy Pay Care – Budgeting for Pet Care2024-10-10T14:13:04-07:00

Unravelling the Rising Cost of Living

2024-10-10T09:46:24-07:00

Understanding What Drives Higher Prices Can Help Improve Retirement Planning According to the Employee Benefit Research Institute’s 2024 Retirement Confidence Survey, 83% of workers are concerned that the higher cost of living will make it harder to save as much as they want toward retirement. If you’re like most retirement savers, you’ve likely had concerns [...]

Unravelling the Rising Cost of Living2024-10-10T09:46:24-07:00

Roth or Regular? Your 401k or IRA Choices

2024-10-10T09:28:32-07:00

Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or regular, 401(k) option. However, just 17% of employees contribute to a Roth. If you have access to a Roth 401(k) [...]

Roth or Regular? Your 401k or IRA Choices2024-10-10T09:28:32-07:00

How to Identify Investment Scams

2024-05-09T14:45:43-07:00

Bernard Madoff Based on the FBI’s most recent internet crime report, investment fraud saw a 38% increase in 2023 with losses accruing up to $4.57 billion dollars. It is important to note that the FBI has seen investment scam losses increase exponentially since 2020, showing no signs of slowing down. Cybercriminals are relying [...]

How to Identify Investment Scams2024-05-09T14:45:43-07:00

Are You Saving Enough for Retirement?

2023-11-20T15:10:31-08:00

Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account. With folks routinely living into their 80s and 90s, it’s more important than ever to ensure your money lasts [...]

Are You Saving Enough for Retirement?2023-11-20T15:10:31-08:00
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