Topic: Financial Planning
Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.
IRA Contribution Limits in 2024
November 30, 2023School of Saving and Investing
The amount you can contribute to a SEP, SIMPLE, Traditional, and Roth Individual Retirement Account will increase in 2024.
Medicare Premiums and Coinsurance Raised for 2024
October 19, 2023School of Social Security & Medicare
The Centers for Medicare & Medicaid Services recently announced higher Medicare premiums and coinsurance costs for 2024.
Social Security COLA Announced for 2024
October 12, 2023School of Social Security & Medicare
The Social Security Administration recently announced benefit increases from the annual Cost-of-Living Adjustment [COLA].
The Basics of Estate Tax
August 3, 2023School of Saving and Investing
If you have a large estate, federal estate taxes – and in some cases state estate taxes – can reduce the inheritance you planned to leave.
Should You Prioritize Saving for Retirement or Your Child’s Education?
May 11, 2023School of Saving and Investing
You often must choose between saving for your own retirement or your child’s education. These factors can help you decide.
Long-Term Care Costs in 2023
April 20, 2023School of Financial Wellness
Long-term care costs are rising rapidly. Learn how much these services cost and how they fit into your financial plan.
Tighter Monetary Policy Can Be a Boon for Retirees but a Curse for Young Workers
February 9, 2023School of Financial Wellness
When interest rates rise, many retirees reap the benefits. On the other hand, young workers tend to suffer when rates increase.
Key Financial Data 2023
January 24, 2023School of Financial Wellness
Download our 2023 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
The SECURE Act 2.0 Passed – What does it Mean for Your Retirement Plan?
January 12, 2023School of Saving and Investing
The SECURE Act 2.0 passed in late December. This legislation includes many changes that could impact your retirement plan.