Funding Your Retirement

MONEY HACKS: How are You Doing with Retirement Savings?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Special guest and newest member of our AFS 401(k) team, Allison Rosenberg joins me in this Money Hacks episode. She brings years of real-world financial coaching experience and is here to answer one important question — How can you measure if you are on track for your retirement?

With this simply idea, you don’t need a phone or calculator. All you need is to know how much you have in your retirement account and open ears. We’ll walk you through a simple calculation to determine if you have enough retirement savings. If you find yourself on good terms great but if not we’ll also give a few tips to help you catch up.

 

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Infographic: IRS Announces 2019 Retirement Plan Limits

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Do you know what's changing for retirement plans in 2019? The IRS has announced the 2019 plan limits and these changes will take effect in the upcoming tax year on retirement-related items.

Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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Start Your Savings Journey Right with the 52-Week Challenge!

Kacy Reece

Kacy Reece

Blog Post


The 52-week challenge has been around for a while, but it got its notoriety in January 2013, when 911 dispatcher Kassondra Perry-Weaver stumbled across a simple chart that outlined a painless way to save over $1,000 over the course of a year, by consistently stashing away a set amount of cash week by week. She incorporated accountability by having family and friends help her stay on track, and today her Facebook Group has more than 7,000 members!

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Infographic: What's Changing for Retirement Plans in 2018?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Do you know what's changing for retirement plans in 2018? The IRS has announced the 2018 plan limits and these changes will take effect in the upcoming tax year on retirement-related items. Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Especially since this is the first year since 2015 that your 401(k), 403(b), and 457 limit is raising. 

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Not Your Grandparent's Retirement: How Saving for the Future Has Changed

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Up until recently, "retirement" used to mean essentially the same thing for most people: You (or your spouse) would get a job, which would provide you with a pension plan, you would work there for 40-plus years and then retire at age 65 to a sunny location like Florida. Depending on wealth accumulation throughout your career, maybe you could afford to take a lot of vacations or enjoy new hobbies, or maybe you were happy to finally have this time to relax after putting in your time as a loyal employee. Either way, chances are good that you were set up well.

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