Choosing the Best Employee Benefits Package: 5 Essential Components
Here are the top five things to look for in an employee benefits package - including workplace retirement plans.
Apr 04, 2024
April 6th is National Employee Benefits Day. Not only is it a great opportunity to recognize the people who administer employee benefits, it’s an opportunity to evaluate the most valuable components...
Read more
Leap Into Retirement Planning
As we celebrate Leap Year, let it serve as a valuable reminder to leap into action when it comes to retirement planning.
Feb 28, 2024
Every four years, we experience an extra day in our calendars, thanks to the phenomenon known as Leap Year. The bonus day can serve as a powerful reminder to take a...
Read more
Tips for a Financially Savvy New Year
Here are five quick tips for making financial New Year’s resolutions!
Dec 18, 2023
Creating intentional and manageable financial goals for the new year is an excellent way to make every dollar count. Here are five quick tips for making financial New Year’s resolutions: Create...
Read more
Revised 401(k) Eligibility Criteria for Long-Term Part-Time Employees
The SECURE 2.0 Act expands 401(k) plan eligibility for Long-Term Part-Time (LTPT) employees.
Nov 30, 2023
On December 29, 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). This Act expands the eligibility provisions of 401(k) plans for Long-Term Part-Time (LTPT) employees...
Read more
A Year-End Guide to IRA Contributions
Now is the perfect time to make a tax-deferred contribution and give yourself the gift of financial growth!
Nov 21, 2023
Now is the perfect time to make a tax-deferred contribution and give yourself the gift of financial growth! In the realm of retirement planning, Individual Retirement Accounts (IRAs) play a crucial...
Read more
A Comprehensive Guide to Navigating Open Enrollment: Part Two
Your choices during open enrollment can have a profound impact on your health, financial security, and peace of mind.
Nov 20, 2023
Open enrollment season is upon us, and it’s that time of year when you have the opportunity to review, renew, and make choices that can significantly impact your financial and healthcare...
Read more
HSA: Healthy Balance / Healthy Future
It's open enrollment season! Are you taking advantage of an HSA?
Nov 16, 2023
Let’s look at how Health Savings Accounts (HSA) strike a healthy balance between saving for today and the future. While HSAs are designed to help you save for present medical expenses,...
Read more
Unpacking the 2024 Cost-of-Living Adjustments
The IRS announced the 2024 Cost-of-Living Adjustments (COLA), setting the stage for new considerations in managing personal finances.
Nov 14, 2023
The Internal Revenue Service (IRS) announced the 2024 Cost-of-Living Adjustments (COLA), setting the stage for new opportunities and considerations in managing personal finances. In this blog post, we’ll delve into the...
Read more
Planning for Adoption Finances
Adoption is not just a personal journey—it can also be a financial one.
Nov 13, 2023
November is National Adoption Month The decision to adopt a child is a profound and rewarding journey that transforms lives. But it’s not just a personal journey—it can also be a...
Read more
What should you do with an unexpected windfall?
The 6th Grade Advisor offers his strategies for maximizing an unexpected windfall.
Nov 09, 2023
On a Saturday morning in our neighborhood café, my husband mentioned that he’d earned an extra thousand dollars completing some extra work at his job. My 11 year-old son quickly perked...
Read more