Changing jobs or navigating life transitions can often lead to misplaced priorities—and misplaced retirement accounts. Believe it or not, millions of dollars in 401(k)s and pensions go unclaimed each year. Thankfully, the U.S. Department of Labor has introduced a new tool to help you reconnect with your lost savings. Let’s Read more…
If you’re in your 20s, retirement might seem a million years away. With so much on your plate—rent, career building, or simply figuring life out—saving for the far-off future can seem like the lowest priority. But here’s the truth: starting a Roth IRA now can be one of the smartest Read more…
Saving for retirement can feel overwhelming, but it’s all about taking steps forward—no matter where you’re starting. Whether you’re building your first 401(k) balance or have been contributing for years, understanding average savings can offer perspective and motivation. Let’s explore typical 401(k) balances, why they vary, and how you can Read more…
When it comes to saving for retirement, it can feel like navigating a maze of financial jargon. You might have heard terms like tax-deferred and tax-exempt, but what do they really mean? More importantly, how do they affect your hard-earned money? Don’t worry, I’ve got you covered. Let’s break down Read more…