TAX SEASON IS UNDERWAY! The IRS announced that the 2022 tax filing season opened this Monday (January 24th, 2022). It’s the third coronavirus pandemic tax filing season, and again, that’s…
Tag: retirement strategy
How to Decide if it’s Time to Hire a Financial Advisor
Properly managing your investments and making the right financial decisions takes time, skill, and effort. If you’re not working with a financial advisor, will you really do it yourself? The…
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Why the 4% Rule is Outdated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…