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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: How to Maintain Your Financial Life Amid COVID-19

    AdobeStock_333315821-1My good friend and college, Jason Dahl recently released a LinkedIn article, “Top Financial Planning Tips Amid COVID-19” where he talks about five actionable pieces of advice we can all try during this challenging moment in history. In this Money Hacks video, I share a few of his ideas and how they could help with your current financial picture.

     

  • MONEY HACKS: Three Mental Health Tips for Working from Home

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    If you are like me, working exclusively from home during the last four months has been a new, challenging, and somewhat interesting experience. The first several weeks into working from home definitely had some rough spots balancing being “in the office” and/or at home with family. After spending 8+ consecutive hours sitting in my office, I’d quickly burnout and realized how important taking breaks and generating a healthy mental state is to maintain productivity and efficiency. So – we put together this episode of Money Hacks inspired by a Business Insider articled, “7 therapist-approved tips for making the most of a mental health day while your home is also your office” to highlight some great tips on staying mentally healthy. I give some ideas into how these same mental health themes can be applied to your financial health and wellbeing too. Check it out.

     

  • MONEY HACKS: How Can I Protect My Financial Data Today?

    AdobeStock_301401775-1As more of us continue to work from home, there have been increased reports of hacking, online fraud, and phishing attempts to steal your virtual data. So much of what we share online each day is sensitive, private information and getting “hacked” is a valid fear for anyone. Recently, we've seen a lot of fraudulent bank emails and stimulus check scams. In this Money Hacks video, I discuss a few ways to protect your retirement investments, bank accounts, and other financial data. Many of us are going through an incredibly difficult period right now and whether you’re an investor, saver, or employee – d you need to protect yourself from financial frauds.


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