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Wednesday, June 2, 2021

Retirement savings can be a bit tricky with all of the different types of accounts. A 403(b) plan is a defined contribution that allows participants to shelter money on a tax-deferred basis. Some 403(b) plans allow for Roth...

Thursday, April 29, 2021

A typical retirement savings account is a 401(k). Employers are most likely to use this traditional retirement savings account for their employees. There are other options including a 403(b) and a 457(b) that are less known to the...

Monday, March 29, 2021

A 529 plan is a way to develop savings to pay for education savings in a tax advantaged way. These plans are typically used for college savings but can also be used for Kindergarten through twelfth grade private school education. 529...

Friday, February 26, 2021

A pension plan is a retirement plan where an employer is required to make contributions to a fund set aside for an employee. The money in the fund is invested on the employee’s behalf. There are several different types of pension...

Friday, January 22, 2021

Even though we are still at the beginning of the year, tax season is quickly approaching! While it is best to file taxes as soon as you can, you still need to know the specific deadlines for filing your 2020 tax return. Due to the...

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Monday, January 4, 2021

Does the thought of a new year give you some hope? 2020 was definitely a year for the books. Some may have experienced financial hardships causing them to worry about the new year. However, we have some great tips below for saving and...

Wednesday, November 25, 2020

It is crazy to think the end of the year is right around the corner! Can you believe that 2020 is coming to an end? It has been a different year, that’s for sure. There are numerous things you can do with your finances before the...

Monday, November 2, 2020

These days, it can be difficult to know where you stand in terms of your financial plan for the future. With the coronavirus pandemic and election throwing the markets for a loop, millions of Americans have been questioning exactly how...

Wednesday, October 7, 2020

When it comes to retirement, there are numerous challenges that women face. With the coronavirus pandemic at full force, the challenges have gotten even more strenuous. Financial security in retirement for women stems from lower pay...

Wednesday, August 26, 2020

When it comes to establishing a plan for your financial future, the process of determining your estate strategy can be quite overwhelming. However, it is extremely important to have a plan in place should anything happen that leaves...

Wednesday, July 29, 2020

When it comes down to home and auto insurance, you want to find the best deal. However, researching each and every insurance plan and bundle can be pretty time-consuming. Let’s go over some important aspects of home and auto...

Thursday, June 25, 2020

When it comes down to choosing nonprofits to donate to, there are numerous things to do beforehand to ensure you are donating effectively and confidently. While you will get an income tax deduction, you will need to verify that the...

Sunday, May 24, 2020

Right now, individuals all over the nation have a lot on their plate. It is imperative that workers need to prioritize their retirement plan, especially those working for a TRS covered employer and working on the frontline. In this...

Thursday, April 30, 2020

There are numerous types of retirement plans out there. Depending on your career, your retirement plan options may vary. While a 403(b) retirement plan, also called Tax Sheltered Annuity (TSA) Plan, is not as common as a 401(k)...

Tuesday, April 7, 2020

Typically, when people hear the word “budget,” they think of it negatively. The word “budget” is really just another way to say you are planning out your money. The concept of budgeting is not to take your...

Monday, February 4, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...