How do we take a boring topic and make it interesting? I can’t. I’m not that talented. But I do know how to save money on taxes. Does that help? It’s that time of year when the IRS reminds us that contribution limits have changed, and you may be able to take advantage of some […]
New Retirement Contribution Limits for 2025: Let’s Talk Money Read More »
Returning to work after maternity leave is a milestone filled with emotional tension – excitement and anticipation mixed with grief and mild anxiety at leaving a new precious baby. As a mother of two young boys, I’m navigating the joys and challenges of expanding our family while keeping an eye on our financial health. Achieving
From Diapers to Dollars: Juggling Family, Work, and Finances Read More »
Have you ever decided to be more active or live a healthier lifestyle? Do you regularly set goals to improve your overall health? What measures have you taken to work towards these goals? Just as someone embarking on a fitness journey asks questions to better their physical well-being, you too can take steps to improve
Get in Shape: Tips for a Stronger Financial Future Read More »
If you’re nearing your 62nd birthday, get ready! The time has come to decide when and how to start collecting your Social Security benefits. I know you’re thinking: “When should I start collecting?” I’ll let you know now that the answer depends on you and your unique situation. However, the current window to collect Social
To Claim or Not to Claim: When Should You Collect Social Security? Read More »
Time flies when you’re having funds. Start saving NOW. Your 20s and 30s are a time for careers to blossom and income to grow. While it can be tempting to increase your lifestyle in tandem with income increases, be careful with the “I’ll save later” mentality. Folks routinely live into their 80s and 90s these
You’re Only Young Once: Your Retirement Reality Check Read More »
You’re never too young (or young at heart) to begin building an investment portfolio! Actually, investing when young has the potential to produce impactful earnings gains. And that’s because of a concept called compounding. Like a snowball that grows as it rolls down a hill, compounding gives your money the opportunity to grow, continually reinvesting
Here’s Why You Should Start Investing When You’re Young Read More »
And 5 Tips to Combat Them Unless you live on another planet, you are fully aware of this thing called inflation, whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor, or doing almost anything that requires spending money for something. At the beginning of last year, the Federal
How Interest Rate Hikes Affect Your Finances Read More »
Congratulations—it’s a ROTH! Relatively new on the scene of employer-sponsored retirement benefits, the Roth 401(k) is the tax-free cousin of the Traditional 401(k). You might already be familiar with the Roth 401(k)’s big sister, the Roth IRA. Both accumulate after-tax deposits that can grow and be distributed tax-free when certain criteria are met. But, the two siblings
Meet the Roths: 401(k) and Traditional Read More »
So, you’re looking to purchase your first home….Congratulations! This is a very exciting time! While going to open houses and researching neighborhood data are equally important, making a financially sound purchase is vital. Here are a few things to keep in mind as you go through the process. How Do You Know If You’re Financially
Things to Consider Before Buying Your First Home Read More »
If you’re reading this, pull out your stretch pants. Retirement is on the horizon! This season is an exciting prospect for many, and choosing how to spend your golden years is largely impacted by the planning you do today. Consider these five points through the lens of your inner analyst, and maybe allow yourself to
Five Retirement Points for Five Years Before You Retire Read More »
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI.
