2020 Contribution Limits & Tax Reference
This summary will provide you with guidance on 2020 Benefit Contribution Limits and tax details.
SECURE Act Passed
It has been a whirlwind week with the House voting to impeach the President. What has nearly gotten lost in the news is that the Senate attached the SECURE Act (Setting Every Community Up for Retirement Enhancement) to the December 20 fiscal 2020 spending authorization bill.
Q3 2019 Economic Review
The US economy, while slowing, has remained relatively strong as the global economy trudges along. However, the markets, the media and may in the investment community believe that tough times lay ahead both at home and abroad. Click here to read the full article Q3 2019 Economic Review
Happy Families Share Traditions and Stories
In the last year and a half, as I have spent more time with family members due to illnesses, I realized there were so many stories I had never heard. It prompted me to start asking more questions when we were together, like what are some of your favorite childhood memories and what traditions did [...]
Important Tips for Choosing Company Benefits
It is that time of year when you get to reassess what to select for your company benefits. Here are some things to consider as you make your elections: HSA (Health Savings Account) If you participate in a high deductible health plan, you have the ability to contribute to an HSA. Families can contribute a [...]
7 Steps to Simplify Your Holiday Season
1. Make a list of who you want to spend time with and schedule those dates now. 2. Only take out the decorations that you LOVE. What you don’t take out, you don’t have to put back. 3. Don’t be afraid to say no. Stick to the things that are most important to you to [...]
Raising Money-Smart Kids
As new parents, more than anything we want to raise, happy, healthy children. This is the most important and most difficult job we will ever have. It often feels like an experiment as we try different things, not knowing how it will play out 10, 15 or 20 years later. What we know is that [...]
Scams are on the Rise
It seems like the scams that are taking place are getting more complex. One such example is the one-ring call that you get from a number you don’t know. The scammer is hoping you’ll call back, because it’s really an international toll number and will appear as a charge on your phone bill — with [...]
Q2 2019 Economic Review
Markets Continue to Set Records in the Second Quarter of 2019 Stock markets in the U.S. and mostly around the globe turned in a good second quarter, which when combined with a good first quarter, created fantastic YTD returns for investors. In fact, the returns were historic, especially for the last month of the second [...]
Saving Money with GoodRx
Who doesn’t want to save money? No one! Many of us take medications on a regular basis and trust that our health insurance is providing the best cost for these drugs, especially considering the high premiums we pay, but that is not the case. I recently learned of a way to save money on your [...]