Employee Education
Confused Abut How the New Tax Law Affects You?
Don’t worry, you’re not alone! In 2018, the most significant changes to U.S. individual taxes since 1986 took effect. Now that there’s more clarity in the rules, and a better understanding of how the Tax Cuts and Jobs Act affects your personal tax situation, you may want to adjust your withholding to reflect the changes. Click here to learn more.
What If You Want or Need to Claim Your Retirement Benefits Early?
If you can’t or don’t want to wait until you’re 70 to claim your Social Security benefits, what are your options? Age 69 seems to be the next best age for most; read more about this here.
Why Aren’t People Saving More In Their Plans?
“If you hesitate to invest now, you’ll be paying for it later.” American workers are facing a retirement crisis — and few are doing anything about it. Here’s why people aren’t saving more in their 401(k) plans.
Compounding Interest: The 8th Wonder of the World!
When should you start investing? Yesterday is one of the best answers we can think of. As Einstein suggested in his quote, compounding interest can be extremely powerful for investors over time. Compounding interest essentially means “interest on interest,” and it’s why so many long-term investors have been successful. Click here for a quick explanation of why starting your retirement savings early can be so important.
Should You or Shouldn’t You…Hold On To That Real Estate?
If you’re close to retirement age, and find yourself in possession of real estate that has increased in value, here’s why holding on to it now may be a good idea. Read more here.
Should You or Shouldn’t You…Refinance Your Home?
A big part of our paychecks can go to housing costs. Now that the Fed has cut interest rates, does it make sense to refinance your home? Click here to learn more.
