The Power of the HSA
Written By: Carolyn Mullins Understanding Health Savings Accounts (HSAs) A Health Savings Account (HSA) is a special savings account that provides tax advantages when you use it to pay for qualified medical expenses. To be able to contribute to an HSA, you must be enrolled in a High Deductible Health Plan (HDHP). These plans usually […]
2026 Retirement Contribution Limits Are Increasing – Here’s What You Need to Know About the New Roth Catch-Up Rule
Written by: Greg Phillips, AIF®, CPFA®, C(k)P® The IRS has released the new retirement contribution limits for 2026, and the numbers are going up again. Higher limits mean a greater opportunity to save more for your future, especially for those age 50 and older who qualify for “catch-up” contributions. Here are the key 2026 limits: 401(k), 403(b), […]
A Woman’s Guide to Retirement Planning: Strategies for Saving and Investing
It’s easy to be tempted to push off preparing for retirement until tomorrow. But for women, starting as early as possible is critical to maximizing your savings. When it comes to saving, women typically face unique challenges that require additional planning. By taking a strategic and long-term approach to your retirement savings, you can set […]