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 What You Need to Know About the Secure Act

The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was approved by the Senate and signed by President Trump on the days leading up to Christmas.

Incorporated into a broader 2020 fiscal year appropriatio...

 Could the Roth 401(k) Be Right For You?

While the Federal government has created a number of tax-advantaged savings accounts designed to help lower- and middle-income workers save for retirement, these plans tend be less useful for employees earning larger salaries.

But highly-compensated individuals currently not permitted to contribut...

 10 Money Mistakes Millennials Should Avoid

Many millennial households are on their way to building substantial wealth. They are saving 20% or more of their paychecks, investing in 401(k) accounts, and keeping their debt levels low. But others, even those with good educations and solid careers, are making financial mistakes. And some are maki...

Mortgage Rates Are Still Low Thanks to the Fed

Homebuyers often misunderstand how the Federal Reserve affects traditional mortgage rates. Here is the reality: the Federal Reserve does not actually set mortgage rates. Instead, it determines the federal funds rate, which in turn impacts shorter-term and variable interest rates.

When the federal...

 Financial Planning is All About Your Future Self

How do you encourage yourself to do something that you swear today you’re going to do? Easy: Send yourself an email today for delivery to you in the future.

Think about how amazing it would be to get a surprise from the past. From yourself. “Send your future self some words of inspiration or comf...

 How remote working can increase stress and reduce well-being

Remote working is becoming more popular than ever. A study released by the Swiss office provider IWG found that 70% of professionals work remotely at least one day a week, while 53% work remotely for at least half of the week. Some multinationals have their entire staff working remotely, with no f...