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  • MONEY HACKS: What Financial Secrets Are You Hiding From Your Loved Ones?

    Alex Assaley, AIF®

    Love may be in the air this month… and as we draw closer to Valentine’s Day, we are left wondering how many people are holding back serious financial information from their significant others? I recently read an article from USA Today, where personal finance reporter Jessica Menton talks about hidden accounts, secret debts, and quiet overspending and asks the following question: “Why are we hiding our personal finances from loved ones?” Menton states that: “About 44% of U.S. adults admit to either hiding a bank account or debt or to spending more money than their partner would be comfortable with.” Additionally, about 17% of those surveyed admit to keeping a secret account. In this Money Hacks episode, I talk about financial “infidelity” in relationships, why it’s probably a bad idea, and some tips we think to avoid these money-relationship hurdles.

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  • IRS Announces 2020 Retirement Plan Limits

    IRS Announces 2020 Retirement Plan Limits

    Do you know what's changing for retirement plans in 2020? The IRS has announced the 2020 plan limits and these changes will take effect in the upcoming tax year on retirement-related items. Employees in 401(k) plans will be able to contribute up to $19,500 next year. 

    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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  • Infographic: 14 Top Credit Card Do's and Don'ts You Need to Know

    Infographic: 14 Top Credit Card Do's and Don'ts You Need to Know

    Actual money seems to be a thing of the past for many, with plastic emerging as a more convenient form of payment. To buy groceries you, swipe a card, to ride the metro, swipe a card, fill your car up, swipe a card. We are a nation filled with cards and subsequently, credit card debt, but there are small things you can do to make sure you don’t let credit cards get the best of you.

    Here’s where our Credit Cards Do’s and Don’ts Infographic comes in.

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  • Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    When you flip to the financial section of the newspaper there seems to be one thing that everyone is always talking about: The Stock Market. If you're just starting to familiarize yourself with the world of investing, you first need to know what everyone is talking about when they refer to this ubiquitous term.

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Webinars
  • MoneyNav Academy Worksop: What's Next? Life After Work Workshop

    MoneyNav Academy Worksop: What's Next? Life After Work Workshop

    We focus on the key decisions in the final few years of your working career. While this presentation covers critical components to ensure your money will last throughout your retirement, an even greater emphasis is placed on the “softer side” of retirement. We find that very few people take the time to think through the various non-money related areas that create a truly successful retirement. This requires some thoughtful planning to help keep you socially engaged, utilize your talents to serve/volunteer/give back, as well as doing some serious relaxing for all your years of hard work.

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  • MoneyNav Academy Worksop: Cultivating Your Credit Workshop

    MoneyNav Academy Worksop: Cultivating Your Credit Workshop

    Throughout this workshop, we explore the history of how credit cards have grown to become such a prominent part of our everyday life. We outline the key areas to be cognizant of when using your card, and answer questions such as what makes-up a FICO score, how interest rates can have an impact, and what steps you can take to protect yourself.

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  • MoneyNav Academy Worksop: Social Security: Get It Before It's Gone?

    MoneyNav Academy Worksop: Social Security: Get It Before It's Gone?

    This Social Security workshop provides an overview of the current Social Security system, how benefits are calculated, and how employees can maximize their benefits for the future. We walk employees through claiming strategies, the impact timing can have on their total Social Security benefit, and the questions they should be asking themselves prior to claiming.

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  • MONEY HACKS: What Financial Secrets Are You Hiding From Your Loved Ones?

    Couple breaking upLove may be in the air this month… and as we draw closer to Valentine’s Day, we are left wondering how many people are holding back serious financial information from their significant others? I recently read an article from USA Today, where personal finance reporter Jessica Menton talks about hidden accounts, secret debts, and quiet overspending and asks the following question: “Why are we hiding our personal finances from loved ones?” Menton states that: “About 44% of U.S. adults admit to either hiding a bank account or debt or to spending more money than their partner would be comfortable with.” Additionally, about 17% of those surveyed admit to keeping a secret account. In this Money Hacks episode, I talk about financial “infidelity” in relationships, why it’s probably a bad idea, and some tips we think to avoid these money-relationship hurdles.

  • MONEY HACKS: How Does the SECURE Act Impact You?

    AdobeStock_168285586-1In December, Congress passed significant changes to employer retirement plans and individual savings with the SECURE Act. The law is part of the massive government spending bill that was approved by Congress on December 19 and signed into law by President Trump on December 20, 2019. The SECURE Act stands for the "Setting Every Community Up for Retirement Enhancement" Act with its primary intentions being to enhance the retirement planning opportunities and the grim retirement outlook for many working Americans. This bill enacts the biggest changes to the U.S. retirement system since 2006. In this Money Hacks episode, I talk about several of the changes you’ll need to know.

  • MONEY HACKS: Three Ways to Kickstart Your Finances in 2020

    2020

    As we kick-off the new year, many of us will make resolutions about getting in better shape, being more positive, or perhaps traveling more – and maybe even improving our finances. We would love to help you save more of your hard-earned cash in 2020, so you can hit your goals and enjoy life to the fullest. In this Money Hacks episode, I share a few ideas to help you set yourself up for financial success in the new year.

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