Is Lifestyle Creep Limiting Your Wealth?
Imagine you have just gotten a raise at work. You’re probably thinking about how you can afford that big purchase you’ve been wanting, or how you can finally go on that nice vacation.That trend has a name: lifestyle inflation. And though it’s not always a bad thing, it’s important to know what it is and…
How do catch-up contributions work?
Not everyone is able to max out their retirement contributions in the early years of their career. As retirement approaches, that can leave you feeling like you’ve fallen behind on saving. But when you turn 50, the IRS allows you to start catching up. Catch-Up Contributions You can contribute up to a certain amount, determined…
Are You Maximizing Your HSA Usage?
Your health savings account (HSA) can do more for you than you might think. HSAs are a type of savings account that people with high-deductible health plans (HDHPs) can contribute to and use to cover their medical expenses. But it can also be a useful tool for building and protecting your wealth. Want to learn…
How to Find an Old 401(k)
Many people change jobs several times throughout their careers. Each new job can come with a new 401(k), making it easy to lose track of retirement accounts over the years. If you lost track of a 401(k) at some point, it might still be maintained by your previous employer. It’s also possible that the account…
Franchising as an Investment Option
As a consumer, you’ve probably visited a franchise at least once in the last month. But have you ever thought about owning one? If you’re the entrepreneurial type and looking for a career change or another income stream, it might be worth considering. This kind of business venture allows you to be your own boss…
How to Review Your Finances Midyear
No matter how much fun your summer is shaping up to be, it’s no time to put your finances on pause. Take a look at the past six months to gauge how you can adjust your strategic or tactical actions to ensure you’re making steady progress toward your financial goals. Check In With Your Cash…
Retirement Savings Mistakes to Avoid
A long-term savings strategy like planning for retirement relies on small steps taken over an extended period of time. Make sure you’re on track by avoiding these common mistakes. Underfunding Retirement Accounts Are you among the 71 percent of Americans who aren’t putting enough away for retirement? The most effective determining factors of a well-funded…
Who makes up the Fortune 500?
Landing on the Fortune 500 is a pie-in-the-sky dream of many business owners. The most profitable U.S. companies that make up the latest list collectively employ 27.9 million individuals across the world and represent $840 billion in profits and $12 trillion in revenues. Who are these business dynamos and where are many of them based?…
International vs. Global
Today’s post deals with a simple issue of terminology for investing, which you’ll see when it comes to investing is not so simple. In case you are interested, you can view a comprehensive Financial Vocabulary Booklet we’ve put together, which has many financial terms you might find helpful. Today, we’ll primarily be discussing international verses…
Brexit – Now What?
Did you miss Adrian’s brief commentary about Brexit on WBBJ? View it here! Well, the people of the United Kingdom (UK) have made their voices heard and voted for Brexit. As you are likely already aware by now, Brexit is the decision of the United Kingdom to leave the European Union (EU). And, Brexit is…
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