Tag: Financial Planning

Latest Posts From Tag: Financial Planning

Three eggs with the inscriptions IRA, 401k, Roth lie in the nest against the background of the 5305-SEP form, indicating a retirement nest egg
Personal Taxes

Retirement Savings: When Can You Really Take Money Out?

Both individual retirement accounts and 401(k) plans are designed to help people save for retirement. A 401(k) is offered by your employer. You contribute a portion of your paycheck each pay period, and the amount you can contribute depends on

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woman sitting on floor with confused look on her face while looking at back of washing machine that has the cover removed indicating that the machine is in need of repair
Personal Taxes

Extended Warranties: A Great Way to Cash In

A credit card’s warranty protection extends the warranty on products that you purchase using that specific credit card. Not all credit cards offer this protection. But those that do usually extend the terms of the original manufacturer’s warranty for up

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Personal Taxes

Deciding When To Take Social Security

As you approach retirement age, you may wonder when you should elect to receive Social Security. How much you receive is based both on your lifetime earnings and when you start receiving payments. If you wait to take Social Security

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Personal Taxes

Why Saving Now Sets You Up for Success Later

Payday will always be the best day of the week. All of our hours of work have finally (literally) paid off. But there’s so much to spend it on, too. The list includes food for the week, birthday and holiday

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Personal Taxes

How To Avoid Too Much Tax Withheld

Imagine the IRS offering an apology with your tax refund: Sorry, here’s your money back. In the 2022 tax season, more than 110 million taxpayers received a tax refund — and bragged about it! The average refund was $3,252. Instead

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