by Tom Meaglia | Feb 25, 2016 | Let's Talk Money
Investing for retirement will help you prepare for your future. But where should you invest your money? If you choose to invest in one or more tax-advantaged accounts, you can prepare for retirement and receive tax benefits. Here’s how the tax benefits of 401(k)...
by Tom Meaglia | Jan 22, 2016 | Let's Talk Money
Will you have enough money for retirement? According to a recent survey, 57% of people reported that the total value of their retirement funds and investments was less than $25,000. This included 28% who had less than $1,000 accumulated for retirement. Setting aside...
by Tom Meaglia | Nov 22, 2015 | Let's Talk Money
Even if retirement is years away, what better gift could you give yourself this holiday season than income-tax savings and a potentially more secure future? All it takes is a bit of year-end planning. Max out Contributions Investigate the saver’s credit Now...
by Tom Meaglia | Oct 3, 2015 | Let's Talk Money
Have you heard of 401(k) Day? It’s a time for promoting the popular 410(k) retirement plan and the importance of setting aside for the future while you are working. Default investments Consider all you options Permission to change your mind See this month’s issue of...
by Tom Meaglia | Jun 13, 2015 | Let's Talk Money
May is National Physical Fitness and Sports Month. The President’s Council on Fitness, Sports and Nutrition encourages you to improve your physical fitness by becoming more active. And while you’re pursuing a healthier you, why not get your retirement...