Jul 20, 2020 | Amy Michaels, Money Stress, Retirement Plan
How much should I keep in my savings account?We hear this question all the time whether someone is wondering what the goal amount is they should be working toward building up in their savings account or wondering if they have too much in their savings account and...
Feb 13, 2020 | Amy Michaels, Money Stress, Retirement Plan
This is a question we hear all the time from our clients, especially those who still have another 20+ years until retirement. The further away retirement is, the more obscure of a concept it is and the harder it is to prioritize retirement savings. Below we’ve...
Feb 12, 2020 | Amy Michaels, Money Stress, Retirement Plan
Do You Have Student Loans? What should you be thinking about in terms of taxes and planning? If you have federal loans and are married, your filing status (Married Filing Joint vs. Married Filing Separate) can impact your monthly payment for some of the income-based...
Feb 10, 2020 | Amy Michaels, Investment Management, Money Stress, Retirement Plan
Do you have the option for your retirement plan contributions to be either Roth or Traditional? If so, this is something that you should consider carefully when deciding how to set up your contributions.Roth is the term used for saving money after taxes. This means...
Jan 15, 2020 | Amy Michaels, Money Stress, Retirement Plan
Like every New Year we start with the best intentions by setting goals for ourselves.From our own personal experiences, we realize that a lot of these goals are already broken early in the year, so we decided to focus this article on habits to work on rather than...
Jan 15, 2020 | Amy Michaels, Money Stress, Retirement Plan
Yes, we all hate the word “budget,” but one thing many people don’t realize is that the word budget can mean a lot of different things. It doesn’t necessarily mean that you have to set strict limits for yourself on all your favorite things (dining out, shopping,...
