Enhance Today | Enrich Tomorrow
In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as an issue for the “1 percenters.” They are partially correct…
One of the greatest joys in life (well, for me, personally) is traveling abroad. Before embarking on an international trip, you may have marked off the usual checklist items of packing your luggage, booking a place to stay, hiring a…
I’ve been working with the 3rd Decade program* as a volunteer mentor for over a year now. As I progress on my mentor journey, I continue to see a common goal among my mentees: home ownership. I have found that…
As we usher in a new year, the countdown to college is well underway for millions of students nationwide. Amidst the anticipation, it’s important to know about the changes coming to the 2024-2025 version of the Free Application for Federal…
For 2024, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase…
The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some financial checklist items you might consider before saying goodbye to…
Do you have access to your Company’s Employee Stock Purchase Plan (ESPP)? Beyond your base pay, bonuses, and potential for stock compensation, participating in an ESPP is potentially a great opportunity to enhance your overall compensation package. Prior to enrolling,…
Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving, as a number of studies show people rate themselves as…
It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to take full advantage of the benefits that are offered? Beyond…
As of March 2023, the Center for Medicare Advocacy estimates that over 65 million Americans are enrolled in a Medicare plan. While many of us may be familiar with the general concept of Medicare and its importance when we turn…
