What could you do with over $3,000 in your pocket? A lot, right? Well, if your tax refund is anything like the average direct deposit tax refund last year, you could be expecting a little over $3,000 for your tax...
Contributions you make to your 401(k) plan can reduce your tax liability at the end of the year as well as your tax withholding each pay period. 401(k) plan contributions.
As we get more comfortable with our finances we’re looking for ways to improve our system and that includes our retirement plans. Here are five tips to help you estimate how much you need to save for retirement.
The short answer: Yes! If you’re self-employed, have you ever wished that you could have a 401(k) plan, just like salaried employees? Well, you can. It’s called the solo 401(k), and it works just like an employer-sponsored 401(k) except it’s...
When you retire, your life changes, and your tax situation changes as well. Here are tips to make retired life less taxing and more relaxing. Think before you commingle retirement accounts. Although rolling all your retirement accounts into one giant...
The idea of retirement, something decades away, can be scary. What if you make a mistake today that prevents you from retiring when you want to? What if the stock market tanks again? What if… the list goes on and...
Small business owners often manage their own human resources, which includes figuring out what to do about retirement savings plans. Faced with an array of complex, and sometimes expensive, savings plan choices, it’s tempting to not offer a program. But,...
If you’ve been a diligent retirement saver, you may have amassed an impressive nest egg in your 401(K). There are some cases where making an early withdrawal from your 401(K) makes sense and many cases where it could hamper the...
Congratulations on graduating college! Have you thought about your retirement? When it comes to saving for your retirement, the earlier you get started, the better off you’ll be.
Now that taxes are filed and your refund check is on its way, your first thought may be to splurge and spend it on a nice vacation. But before you start making those vacation plans, see how investing in your...
What could you do with over $3,000 in your pocket? A lot, right? Well, if your tax refund is anything like the average direct deposit tax refund last year, you could be expecting a little over $3,000 for your tax... 
