Retirement Secure 2.0 Holds Lots of Benefits for Clients The devil isn’t in the details of the SECURE 2.0 Act, but the details could bedevil savers who want to use the new advantages in their retirement strategies.
Interesting Guide to Payment Types, With Pros and Cons for Each Payment is the transfer of money, goods, or services in exchange for goods and services in acceptable proportions that have been previously agreed upon by all parties involved.
Retirement Best Ways to Use Your 401(k) Without a Penalty For those who invest in their 401(k) plan, the traditional thinking is to wait until retirement before taking distributions or withdrawals from the account.
Interesting Mobile Wallet: Definition, How It Works, Vs. Digital Wallets A mobile wallet is a digital wallet that stores payment card information on a mobile device.
Interesting Organize All Your Health Records With This Built-in Smartphone Feature Health apps track your steps, heart rate, sleep patterns, and more. But they’re capable of so much more.
Interesting Ten Useful Siri Shortcuts for Business Professionals Your iPhone and iPad offer a Shortcuts app, which lets you create your own shortcuts that you trigger by talking to Siri or by launching them from the app.
Taxes Electric Vehicle Tax Credits: What You Need to Know One of the main talking points of the Inflation Reduction Act is its impact on incentivizing people to buy an electric vehicle (EV).
Credit/Debt/Loans Tapping into the "Family Bank" An intra-family loan may help loved ones buy real estate, invest in a business, or pay down high-interest debt.
Retirement How to Calculate Early Withdrawal Penalties on a 401(k) Account If you are thinking of withdrawing money from your 401(k) plan before age 59-1/2, be aware of the potential IRS penalties and taxes.
Retirement Unprecedented 401(k) Boost For 2023 On October 21. 2022 the IRS announced a record increase in contribution limits to 401(k) and other tax-deferred retirement plans for 2023.
Retirement What Makes Lancaster the Best Place to Retire? Lancaster has a mix of small-town charm and amenities that appeal to many retirees.
Interesting Six Black Friday Scams and How to Avoid Them In fact, one in four shoppers reports experiencing fraud during the holiday season.
Retirement How do you value your time? In a new book, a hospice physician shares the lessons he's learned from the dying about values and purpose, and how we choose to spend our time on earth.
Credit/Debt/Loans How Many Credit Cards Should You Have? Should you have more than one credit card? If you’ve ever spent your way into a massive pile of credit card debt, you probably know the answer: No! However, there are reasons why the answer may be: Yes!
Credit/Debt/Loans Nursing Homes Are Suing Friends and Family to Collect on Patients' Bills The nursing home industry has quietly developed what consumer attorneys and patient advocates say is a pernicious strategy of pursuing family and friends of patients despite federal law that was enacted to protect them from debt collectors.
Medicare Affordable Care Act or Medicare? If you’ve benefited from a health insurance subsidy under the Affordable Care Act (ACA), also known as Obamacare, you may feel hesitant about Medicare.
Interesting How to Scrub Yourself from the Internet Unfortunately, you can’t fully scrub yourself from the internet. A bit of you will always linger, whether it’s in data-broker databases, on old social media you forgot about, or in the back of someone else’s vacation photos on Flickr.
Retirement Annuity Illustrations Are Coming Soon To Your 401(k) Statement Those of you who participate in 401(k) plans or certain 403(b) plans should see something new on your next quarterly statement for the period ending June 30, 2022.
Interesting Ten Ways You’re Trying To Save Money Might Actually Be Costing You More You might think, “There’s no bad way to save money.” In reality, there’s a lot you can do wrong — no matter how good your intentions are.
Interesting Seven Things To Never Search For On Google You might consider yourself a tech-savvy individual who would never fall for an online scam. You regularly mark suspicious email messages as spam, and you never click anything that doesn’t seem legitimate.
Retirement Retirement Costs You May Not Have Thought Of Retirement planning involves identifying expenses, sources of income, and saving enough money to cover a certain percentage of your living expenses.
Taxes Now You Can Save More for Retirement: 2022 Contribution Limits The Internal Revenue Service (IRS) evaluates and updates qualified retirement account contribution limits each year.
Interesting Seven Ways Tech Can Solve Life’s Little Annoyances Minor tech annoyances can seem small at the moment. But in the grand scheme of things, they can cause a lot of stress and wasted time.
Interesting Things You Can Get For Free A ton of great tools are free, like video editing software or even streaming platforms.
Credit/Debt/Loans Skip the credit card and pay online with one of these 5 safer options There are several ways to pay online that are safer and easier than using your card.