Search results for "saving"

The major budget package enacted by Congress in December included a subdivision called “SECURE Act 2.0.” The 1.0 version of this package of legislative changes for qualified retirement plans was the “Setting Every Community Up for Retirement Enhancement Act of 2019.”...

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Congress enacted the Setting Every Community Up for Retirement Enhancement Act in 2019, generally known as the “SECURE Act.” Key elements of the law included new incentives for employers to establish qualified retirement plans, lifting the age for Required Minimum...

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It is Halloween and we all know what that means – kids young and old have two things on their minds: costumes and candy! This year, consider using the candy collected as an opportunity to teach financial literacy and saving strategies. Start a candy bank While it may...

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Zelle® allows you to safely, quickly and easily send or receive money from those you trust such as your babysitter, fellow PTA parent or coworker. Whether you just enrolled with Zelle® or have been an active user for a while, keep these tips in mind to ensure you’re...

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It can be burdensome to wonder what will happen to your estate upon your passing. However, there are plans you can put in place, with the help of professionals, to alleviate some of that weight. Estate planning is a process designed to help you manage and preserve...

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Go out into your yard and dig a big hole. Every month throw $50 into it but do not take any money out until you are ready to buy a house, send your child to college, or retire. It sounds a little crazy, right? This is what investing without setting clear-cut goals is...

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The Game of Life (the board game introduced by Milton Bradley as The Checkered Game of Life) was originally created over 160 years ago, in 1860. In the modern version released in 1960, the game starts out with an interesting scenario. Each player must choose whether...

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The U.S. economy had never experienced anything like the coronavirus pandemic, which triggered widespread lockdowns of the local economy and a general economic contraction.  Once vaccines became available, the economy did not reopen smoothly, with many disruptions in...

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