How Long Will Your 401(k) Savings Last in Retirement?

Will your 401(k) savings last in retirement?  It’s a question on the minds of a lot of 401(k) investors. Despite that, most people underestimate how much money they will need in retirement. Experts tend to recommend saving 80% of your pre-retirement income. If you and your spouse bring...

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What to Know Before You File 2023 Taxes

With tax season right around the corner, it’s time to talk about what you need to know before you file 2023 taxes. According to the IRS, “Although the IRS will not officially begin accepting and processing tax returns until Jan. 29, people do not need to...

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2024 Financial Checklist for Q1

Many of us start the New Year resolving to do better financially, and based on reports from 2022, it’s easy to see why. A 2023 Bankrate survey found the following: “Americans are more than two times more likely to feel financially insecure than...

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