Simplified Guide to College Savings Options
Published: March 12, 2024
When planning to save for college, whether for yourself or someone else, it's helpful to understand the different ways to set aside money. Each option has its own set of benefits and drawbacks, and the best choice depends on your specific needs and goals.
Navigating Retirement: Essential Planning Resources
Published: March 8, 2024
Navigating the path to a secure and comfortable retirement requires careful planning and informed decision-making. With the myriad financial considerations and options available, starting can feel overwhelming. However, many federal government resources are at your disposal, offering valuable guidance and tools to simplify this process.
Ten Ways to Prepare for Retirement
Published: October 12, 2023
Financial security in retirement doesn't just happen. It takes planning and commitment and, yes, money. The Employee Benefits Security Administration (EBSA) offers these ten tips to help you boost your retirement savings.
3 Things to Know About New IRS Rules for 529 Savings Plans
Published: September 12, 2023
The 529 Savings Plan has always been a great tax-advantaged college savings vehicle, but the new IRS rules regarding 529 savings plans have added even more benefits that go beyond college and might even help you with retirement!
Financially Navigating Life's Transitions
Published: August 7, 2023
Explore effective financial strategies to navigate life transitions successfully, ensuring a strong financial foundation and peace of mind during times of change.
How Do IRA CDs Work?
Published: July 14, 2023
IRA CDs combine the low risk and relatively high interest of a certificate of deposit (CD) with the tax benefits of an individual retirement account (IRA). If you're concerned about volatility in the markets, an IRA CD might be for you.