News

IRA retirement account and 401k rollover planning

RMD Deadline Reminder

Required Minimum Distributions from traditional IRAs and 401(k)s must be taken by December 31. Missing the deadline results in a 25% penalty on the amount...

Certificate of deposit savings and interest rates

Savings Rates Hold Steady

High-yield savings accounts continue offering rates above 4% APY at most online banks. Compare offers at Ally, Marcus, and Discover for competitive rates.

Retirement savings and investment growth concept

Quick Tip – Review Your Beneficiaries

When was the last time you checked your retirement account beneficiaries? Life changes—marriages, divorces, births—require updates. Take five minutes this week to verify your designations...

Stock market and S&P 500 index analysis

S&P 500 Hits New High

Well, the S&P 500 hit another all-time high today. Strong earnings from tech companies pushed the index up, and honestly, the market seems pretty optimistic...

Credit Card Late Fee Cap Takes Effect

Credit Card Late Fee Cap Takes Effect New Consumer Financial Protection Bureau rules limit credit card late payment fees, saving consumers billions annually. The Change...

529 Plan Contribution Deadline Approaches

529 Plan Contribution Deadline Approaches Year-end 529 contribution deadlines sneak up on people every single year. As someone who scrambled to make a contribution at...