Head into the new year with clear tasks in mind for your financial goals. TAX BREAKS[1] The tax law changed and you may not be aware of all the tax breaks you are eligible to receive. The standard deductions almost doubled for 2019 to...
Read More
Just the thought of retirement and planning for it can cause anxiety. Many feel overwhelmed and unprepared. After all, making certain mistakes early on can have dire consequences on your future, particularly as you get closer and...
Read More
In the event of a major life change, it is common for families to overlook updating beneficiary information. Keeping this information up to date is vital in order to avoid consequential mistakes in the future. What could happen to...
Read More
Your ability to build wealth does not just depend on your current situation, but heavily depends on your behaviors. Researchers at DataPoints looked at the habits of the affluent and found certain traits to be key to building wealth....
Read More
Take a look to see if you stand tall next to other Americans saving for retirement. It can be a good practice to gauge how you compare to other Americans when it comes to your finances. Take into consideration your earnings, debt,...
Read More
As the end of 2017 approaches, the IRS is encouraging taxpayers to consider a tax withholding checkup. Taking a closer look at the taxes being withheld now can help ensure the right amount is withheld, either for tax refund purposes...
Read MoreDo you know how your TSA/403(b) money is invested? Watch our short video explaining the different investment options available for your TSA/403(b) account.
Read More
Sunday, June 4, 2017
As a school employee, you enjoy the benefit of a guaranteed lifetime income through your pension plan that many people don’t have access to. Did you know that most pension plans do not provide enough coverage alone for most...
Read More
Sunday, May 28, 2017
Finances are one of the leading causes of stress among workers. According to the PricewaterhouseCooper's (PwC's) 2016 Employee Financial Wellness Survey, 52% of employees are stressed about financed and 46% spend at least 3 hours...
Read More