401(k) and IRA: A Combined Savings Strategy

Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost your retirement assets. A recent study found that, on average, individuals who owned both a 401(k) and an IRA at some point during the six-year period of the study had [...]

By |2021-12-09T12:15:45-05:00December 7th, 2021|Investment Center, Savings|0 Comments

Smarter Spending On Deep-Discount Days

Unless you complete your holiday shopping before Halloween, you might be enticed by Black Friday and Cyber Monday deals. These tips may help you save time and money.   Create a budget. Before you start shopping, establish an overall budget. Make a list of gifts you will need to buy and decide exactly how much [...]

By |2021-11-15T08:40:08-05:00November 15th, 2021|Budgeting, Investment Center, Savings|0 Comments

Should You Speed Up Your Retirement Plans?

According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Security benefits earlier than they expected because of COVID-19. This was about double the 1.4 million people in the same age group who said they expected to work longer, presumably due to pandemic-related financial losses.1 [...]

By |2021-11-15T08:40:24-05:00November 15th, 2021|Budgeting, Building Credit, Investment Center, Savings|0 Comments
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