Author: chris

Retirement in Motion

Tips and resources that everyone can use Knowledge Is Retirement Power For nearly 60 years, Medicare has been the program that retired Americans turn to for their health care coverage. In 2023, it helped more than 65 million people pay for everything from hospital stays to doctor visits to prescription drugs. You become eligible for the program at age 65. […]

Getting Better With Age

As the 401(k) continues to evolve, it remains a great retirement saving strategy Since their launch in 1981, 401(k) plans have grown to become the most popular company retirement plan in the United States. According to the Investment Company Institute, 401(k) plans hold $7.4 trillion in assets, in more than 710,000 plans, on behalf of nearly 70 million […]

Roth or Regular?

Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or regular, 401(k) option. However, just 17% of employees contribute to a Roth. If you have access to a Roth 401(k) […]

Vishing Attacks

In the current time of technology, Vishing attacks are becoming more commonplace. Vishing is a cyber-attack conducted by a phone call to trick the victim into providing private and sensitive personal information. These attacks may seem to be antiquated however they are often conducted with great detail and success. The attacker can often seem sincere […]

Better Together

Retirement Planning With Your Spouse or Partner Are you in the phase of life where you are closer to retirement than to the start of your career? If so, now is a great time to begin planning for life after work with your spouse or partner, including your mutual hopes, dreams and financial goals. Here […]

Cloud Storage

Description This article discusses the best practices to use when storing files online in “the cloud”. What is cloud storage? Do you use Google Drive, Dropbox, or Microsoft OneDrive? If so, you’re not alone. Cloud storage has become a very popular and convenient storage option for millions of people worldwide. Cloud storage is a cost-effective […]

Tech Support Scams

What are tech support scams?Have you ever received a suspicious pop-up message or phone call about an “issue” on your computer?If so, you were the target of a tech support scam. These scams are a popular type of fraud involving cybercriminals who imitate a reputable company and attempt to convince you of a technical issue […]

Baby Steps

Looking To Improve Your Personal Life? Embrace the Kaizen Philosophy Kaizen is a Japanese business philosophy centered around continuous improvement. It involves making small, incremental changes to processes, systems and behaviors to enhance efficiency, quality and productivity over time. For example, a healthcare provider may use kaizen to improve patient wait times by analyzing the […]

PLANNING YOUR FINANCIAL FUTURE

Do you have a financial plan that will help you send your kids to college, take the tripsyou’ve dreamed about, and enjoy your golden years? If not, you may want to startplanning now.Creating a financial plan may help you avoid the financial insecurity experienced by morethan 15 million Americans aged 65 and older (approximately one-third […]

Maximizing Your Retirement Income

Doing Some Tax Planning Now Can Pay Off Later in Retirement For many people, retirement is not a time to slow down and stop. It’s a time to explore the next great chapters of your life and build upon everything you’ve learned and experienced so far.  Another thing that doesn’t slow down or stop is […]