by Cindy Joyce | Apr 3, 2020 | Retirement Planning, Taxes
Written by: Elissa Wurf, PhD, CPA, EA Please see our Tax Update blog post written April 15, 2020 for the most up-to-date tax information. The following is a review of some of the key tax provisions of the recently enacted Coronavirus Aid, Relief and Economic Security...
by Cindy Joyce | Apr 1, 2020 | Financial Planning, Retirement Planning
Written by: Sarah Caine, CFP® You’re working, and you have some extra money to invest. You’ve heard that IRAs offer a good way to save money tax-deferred. The problem is, there are two types of IRAs: Traditional and Roth. Which one is better? How do you choose which...
by Cindy Joyce | Aug 2, 2019 | Investing, Retirement Planning
Written by: John Paul Curtin An Individual Retirement Account, or IRA, is an account that allows you to build retirement savings while taking advantage of tax-free growth on your investments. In 2019, the IRA contribution limit was raised to $6,000/year for...
by Cindy Joyce | Jul 2, 2019 | Agili Personal CFOs, Education Planning, Estate Planning, Investing, Retirement Planning, Taxes
Written By: Davis Barry and Dan Honsberger While planning for retirement is an important consideration for everyone, there are many triggers that can lead one to seek financial advice. For many Gen X’ers and Millenials, simply getting finances organized and putting a...
by Cindy Joyce | Jun 20, 2019 | Goals, Retirement Planning, Smart Spending
Written By: Davis Barry It all starts with savings. Whether you are working part-time in college, starting your first full-time job, just got that big promotion or are making $1 million a year, you need to have a savings goal. For those who are not already financially...
by Cindy Joyce | May 23, 2019 | Goals, Retirement Planning
Written By: Dan Honsberger I recently gave a presentation delineating the habits that need to be established so that more 401k contributors can become millionaires. Since I know that this information would be beneficial to many savers and investors, I want to share...
