• IRS Announces 2020 Retirement Plan Limits

    Alex Assaley, AIF®

    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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  • How Often Should You Check Your Retirement Accounts?

    Jim Keenehan, AIF®, CPFA

    When first investing in a retirement plan, it can be hard to know where to begin. While you may feel like there’s a lot to manage, you might be surprised at how often you should actually be checking your account. The average investor usually doesn’t need to stress over the everyday changes in their portfolio. Anytime the markets are involved, you have to remember that they will naturally go up and down. You and I can’t control them, but even in volatility it’s important to stick to your game plan. If it is a long-term plan (retirement accounts), it is important to stay invested so you don’t miss out on potential growth.

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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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  • Financial Jargon Defined: Budget

    Financial Jargon Defined: Budget

    The world of finance and investments is notorious for its extensive use of jargon. With a goal of enhancing financial literacy and making the world of money more transparent, we are committing to a “monthly jargon” post that focuses on debunking various financial terms that are continuously used sans explanation. This month, we are addressing the oversimplified and unfairly dreaded term “budget.”

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  • MONEY HACKS: When Should I Start Investing?

    AdobeStock_300546467-1During this year’s Wallet Watch Challenge, we hosted an Advisor Q&A day with lots of great questions! Today – I want to focus on this one – “when should I start investing?” Find out our advice on the steps you should take before investing in this installment of Money Hacks.




  • Should I Stay Invested During a Pandemic?

    AdobeStock_312857623-1You’ve heard it before: “Buy low, sell high”. In an ideal world, that advice is a no-brainer. You want me to purchase something when it is at its lowest price and then sell it when you know you can get the most money for it possible? If we all had a crystal ball, then this would work perfectly.

    However, assuming you can’t predict the future, buying low and selling high can be a bit more complicated. Trying to time the market is near impossible, which is why it is so important that when you are investing your money, you are investing in a way that aligns with your personal goals.

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Financial Planning
  • 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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