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Publications, Insights & News

Three Financial Lessons for My Younger Self Thumbnail

Three Financial Lessons for My Younger Self

I’m sure that everyone reading this feels that they make better decisions now than they did when they were eighteen years old. Life gives us many experiences to learn from, and (hopefully) we become wiser as the years pass. This applies to every area of life, whether in your relationships or with your finances. Here are three financial lessons that we all wish we knew when we were younger.

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Our Favorite Winter Vacations Spots Thumbnail

Our Favorite Winter Vacations Spots

If you’re reading this in the great state of Indiana, there is no debate that winter has arrived. Last week it was below freezing, and this week it looks like more of the same. Winter is here, and it appears to be here to stay. Sometimes the best way to cure the winter blues is to take a trip to a warmer climate. Today we are going to list our three favorite places to visit in the wintertime.

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Three Financial New Year's Resolutions Thumbnail

Three Financial New Year's Resolutions

The New Year is coming! As everyone knows, January is prime time for committing to yearlong resolutions. Most resolutions center around going to the gym more often or reconnecting with a hobby that you have been missing, but we believe that there are some financial resolutions that one could add to their list as well. Today we are going to touch on three financial resolutions for 2019.

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Contribution Limits to Your Retirement Accounts Thumbnail

Contribution Limits to Your Retirement Accounts

Have you ever wondered how much money you can put into each type of retirement account? Do you want to ensure you are maximizing your potential tax-benefits in retirement? The answer isn’t complicated, but it has changed for 2019. Starting January 1st, you can now contribute more than ever before to certain types of retirement accounts.

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When Should I Claim Social Security Benefits? Thumbnail

When Should I Claim Social Security Benefits?

Have you ever wondered about when to claim Social Security benefits? If so, you are like millions of other Americans across the United States. The timing of when you claim your Social Security benefits could be one of the most important decisions of your retirement, and in general, most Americans incorrectly believe you should always claim at age 62. Click here to find out when the best time is for you to claim Social Security benefits!

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Is My Social Security Income Taxable? Thumbnail

Is My Social Security Income Taxable?

Almost everyone has heard about Social Security, but not everyone knows how much of their benefits are subjection to taxation. There is a simple formula that will allow you to calculate how much of your benefits will be taxed. Click here to find out the formula!

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