Income

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To Claim or Not to Claim: When Should You Collect Social Security?

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

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Here’s Why You Should Start Investing When You’re Young

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

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Sticky Notes with Roth, IRA, and 401(k)

Meet the Roths: 401(k) and Traditional

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

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