The Trump Account lets families contribute up to $5,000 per year to a child’s retirement account — but crossing certain thresholds could trigger gift tax reporting. Here’s what you need to know before the July 5 launch.
One question people often ask about 7 Saturdays Financial is: “Why did you decide to build a flat-fee firm?” When I founded the company…
Here are five key strategies that can help you avoid the landmines and secure the happy, fulfilling next chapter that you deserve.
These questions are designed to help you see “behind the curtain” of our firm and others you might consider hiring.
If managing your money better is one of your New Year’s goals, but you were shocked to learn that the Mint announced they are shutting down, don’t worry. Many Mint alternatives exist to help you create your budget and reach your savings goals. Is Mint Shutting Down? Mint is one of the longest-running personal finance […]
Early retirement is a great goal, but many overlook one important question: How much does health insurance cost for early retirees? Without employer coverage, you are responsible for your insurance, whether a short-term health insurance plan or something longer-term if you retire well before age 65. How Much Does Health Insurance Cost for Early Retirees? […]
If you retire early, you need a solid personal finance plan to have enough funds for everyday living and to complete your retirement goals. Typically, accessing retirement funds early results in penalties and taxes, but with a few steps, you can learn how to access retirement funds early. How to Access Retirement Funds Early Accessing […]
Whether you’re a new hire or you’ve been with Lockheed Martin for decades, you may have questions about your 401(k). This benefit is a critical element in your retirement planning and it’s essential to understand the nuances of the plan.
So, you lost money on bonds. The first question to ask yourself is – “Why did I decide that bonds belong in my portfolio in the first place?”
Medical, dental, and vision insurance are standard. So is a 401(k) retirement plan. But there are several other Raytheon benefits that many employees aren’t fully utilizing or aren’t even aware of!