2022 is nigh, and amidst planning for the holidays and gearing up for those New Year’s resolutions, there’s another subject that should be top of mind: taxes. As we reach…
Category: Business
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Financial FAQs: What to Ask Your Advisor in 2022
When it comes to wealth building and retirement planning, you can’t overestimate the importance of having a great financial advisor. Whether you’re considering hiring an advisor for the first time,…
Why the 4% Rule is Outdated
The 4% rule is a common rule of thumb in retirement planning to help you avoid running out of money in retirement. However, there are a number caveats you should…
How Much Can You Contribute to a 401(k) Retirement Account in 2022?
401(k) limits are going up next year. If you’re planning for retirement, here’s what you need to know. A 401(k) plan is a retirement savings plan offered by many American…
2022 Finance Checkup Tips
When a new year is around the corner, it’s important to make any necessary adjustments you need to reach your financial goals. Here is a look at what to include…
Planning for Retirement as a Couple in 2022
Many pre-retiree couples dream of the day when they can retire and sail off into the sunset together. However, there are both financial and emotional ramifications to retiring simultaneously compared…