Financial Planning

9
Jul

Ho, Ho, Ho! Americans Are Working, But Not On Their Savings

Why Some People Aren’t Saving As Much As They Should “What a Jolly Jam!” Hey you, way up there! We’re talking to YOU, Jolly Green Giant.  All of these years, you’ve been the poster boy for frozen foods. So, why are you still in the red! In other words, what happened to all of that green you were supposed to

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9
Jul

Wake up! How to Choose the Best Retirement Age for You

6 Benefits That Apply at Different Ages When You Retire Rip Van WAKE UP! Look, Rip Van Winkle before you get your snooze on for the next 20 years, don’t sleep on your retirement options. A guy like you should be deciding on the age you want to retire at, not letting your beard grow out of control because you

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30
Apr

Need a dinosaur sized nest egg to retire? Get your HSA to Roar!

How Contributing to Your HSA Can Add to Your Retirement   “Hey, what’s with all of the Pre-hysterics!” Your sweet new gig at Jurassic World has you frantic about keeping your retirement savings safe. We get it. Every time you turn around, someone is trying to bite your head off! Well, you need to escape out of there. But first,

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18
Apr

5 Reasons Employees ‘POP’ into their retirement savings for expenses

“Yo Mary, What’s Poppin’!” So, you got a new gig, but what’s up with your retirement money? We know you don’t have an extra stash in your carpet bag, so you’ve probably been spending it on routine expenses. That’s a no-no! Look, you may fall out of the sky from time to time, but your money sure doesn’t. In fact,

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9
Apr

Crying Wolf About Financial Literacy

5 Reasons Why Employees Have Problems with Their Finances “Fake News! Not Again!!” Okay, little shepherd boy, we’re calling you out. You’re always crying about your bills eating up your finances. But every time we try to help you out and school you on financial literacy, we find out that you’re not being truthful. So, why should we believe you this

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22
Feb

5 Things Women Should Do While Going Though Divorce

How Women Can Dissolve Their Marriage, but Keep Their Assets Secure “Bibbity Bobbity Bust Up!” Say it isn’t so! Yup, Cinderella’s royal romance has turned into a royal divorce. You see, after years of Prince Charming’s late night partying at the palace, our Disney Princess finally took her glass slipper and kicked him to the curb. Unfortunately, as a single

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27
Dec

4 Ways to Maximize Your Savings after the Age of 60

“Little” Tips for a 60 Year Old’s Retirement Plan “Yo Bo! No Sheep?” Well, peep this; before you get your weep on, report those animals missing and then focus on not losing the money you need for your retirement. Look Bo Peep, you’re over 60 and let’s face it, you may not be able to hold onto to your livestock,

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20
Dec

6 “Cool” Ways For 40 and 50 Year Olds to Plan their Retirement

Save the Most Money Toward Your Retirement at 40 & 50! “Let it go!” Hey Olaf, just because Anna and Elsa are over building snowmen and now want to build a retirement plan, doesn’t mean they’re leaving you out in the cold. These snow bunnies have hit middle age and they want to make sure they’ll have enough saved in

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11
Dec

The IRS Has “Taken a Spin” At Allowing Higher Retirement Savings Limits for 2018

How You Can Contribute More to Your 401(K) and Health Care Savings Account “Wheel of Finance!” Wow! You nabbed a spot in the 401(k) game! So, why are you still spinning your wheels? You’ve been a contestant for a hot minute and you can’t figure out a way to put more money away for your retirement. Really? Now, don’t expect

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4
Dec

“12 Days” of Holiday Spending Can Save You Money

Ways to Save When You Make Purchases This Holiday Season “Joy to the Wallet!” Well, that’s not what Santa’s elves are saying. Nope. Can you believe that their pockets aren’t all that deep this year? They put in a lot of overtime hours at the workshop and management is still toying around with their checks. Do these guys have a

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