4 Tips to Look into Your Financial Future
Brett Sebion, Financial Coach  – June 06, 2023
You don’t have a crystal ball, so you can’t say for sure what your retirement will look like. What you can do, however, is lay the groundwork now for the type of retirement you want. And that starts with determining where you are in your planning for retirement. It can be helpful to complete these […]
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How to Retire Early
Brett Sebion, Financial Coach  – June 01, 2023
The journey toward retirement is different for everyone, and more Americans are aiming for an early retirement. However, many who would like to retire early are not planning properly to reach this goal. According to the United States Census Bureau, 50% of women and 47% of men who are between 55 and 66 years old […]
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Borrowing from Yourself – Not Always the Best Plan
Heather Jordan  – May 25, 2023
Where can you turn if you need cash in an emergency? Some people turn to their 401(k) plans. After all, you’re borrowing your own money and paying it back to yourself with interest. But taking a loan from your 401(k) plan may put you at risk of not reaching your retirement goals. Before you take […]
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It’s Not a Windfall, It’s Your Savings
Brett Sebion, Financial Coach  – May 02, 2023
What happens to the money in your retirement plan account when you switch jobs? That’s up to you. Typically, one of your options may be to take your savings in a single sum. Sounds like a windfall, right? Wrong. Here’s why you should think long and hard about cashing out your retirement savings. Less Money […]
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Tax Advantages of a Health Savings Account
Heather Jordan  – April 10, 2023
Health savings accounts (HSAs) have been around for nearly two decades, but many people are unfamiliar with them and the benefits they offer. This article is an overview of how they work, who is eligible for them, and what tax advantages they provide. An HSA is essentially an interest-bearing, medical savings account that you can […]
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Get Your Tax Refund Working 24/7
Heather Jordan  – April 07, 2023
Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift to you from the IRS: It simply means that you had too much income tax withheld from your wages and the IRS is returning the amount you overpaid. By having too much withheld, […]
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