The Pandemic’s Positive Impact on Charitable Giving
The COVID-19 pandemic has changed life as we know it, including people’s attitudes toward charitable giving and the accompanying benefits.
5 Ways to Stay On Budget This Holiday Season
As Black Friday and the holiday season approaches us quickly, it can be easy to go overboard holiday shopping. With a little planning and budgeting, it’s possible to celebrate without spending all of your money.
How a Taxable Investment Account Can Improve Tax Efficiency
Investors will often ask me whether they should have a taxable investment account, especially when that investor is evaluating the overall tax efficiency of their investments and corresponding accounts.
Should I make contributions to a Roth IRA or Roth 401(k)?
When Financial Fitness for Life works with an employer that has the option of using a Roth 401(k) within their retirement plan, employees will often ask us: “Should I make contributions to a Roth IRA or Roth 401(k)?” While both of these accounts can provide...Creating a Successful Financial Wellness Program
Financial wellness continues to be one of most frequently discussed topics in the retirement plan consulting and advisory world. Financial stress affects almost half of the US population and is present in virtually every workplace. A successful financial wellness program can be extremely beneficial for both employer and employee in dealing with this stress. That said, there are several key components that a program must include to provide impactful, lasting change.