How Catch-Up Contributions Can Bolster Retirement Savings
If you’re age 50 or older, you can make extra “catch-up” contributions to certain types of retirement accounts. Many people fail to capitalize on this opportunity because they haven’t looked […]
Update on New Retirement Account Catch-Up Contribution Rules
The Setting Every Community Up for Retirement Enhancement (SECURE) Act brought numerous changes to the retirement and estate planning landscape in late 2019. Congress followed up with the SECURE 2.0 […]
Recession Preparation
By: Gigi G. LeKites, CFP®, CRPC® Inflation is up, the market is down and now there’s talk about a recession! Just the idea of a recession makes the calmest person […]
Striking a Balance Between Retirement Planning and College Saving
For 2022, the amount you can sock away into your 401(k), 403(b) and most 457 plans will rise another $1,000 to $20,500. If you’re at least 50 years of age, […]
