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What you need to know about the Secure 2.0 Act

What you need to know about the Secure 2.0 Act

by | Jan 23, 2023 | 2022 taxes, college funding, College planning, Contributions, Emergency Fund, Finance, finance tips, Financial Stuff, Required Minimum Distribution (RMD), Retirement, Roth IRA, savings, Secure 2.0 Act, Student Loans, Taxes

On 12/30/22 the Secure 2.0 Act was signed into law with the intention to strengthen the retirement system and help more Americans save and plan for retirement. There are hundreds of provisions inside the legislation and below are the provisions that will most likely...
🥳10 Financial New Year’s Resolutions for a Kickass 2023🥳

🥳10 Financial New Year’s Resolutions for a Kickass 2023🥳

by | Dec 30, 2022 | 2022 taxes, Beneficiaries, Budgeting, Contributions, Emergency Fund, estate planning, Finance, finance tips, financial plan, Financial Resolution, Financial Stuff, Goal Setting, HSA, Investing, Investing in self-care, Investing in yourself, New Year's Financial Resolutions, New Year's Resolutions, Retirement, Roth IRA, savings, tax payments, tax planning, tax prep, Taxes, Tracking Spending, Values, Year end financial planning tips

The new year is a magical time because it can create so much momentum for us to shed the past and start fresh in every area of our lives. As you are setting your goals and intentions for the new year, pay attention to the financial cost or side effects that your goal...