Understanding Life Insurance
Your most valuable asset may be your ability to earn an income. Over the course of your lifetime, you could earn several million dollars...
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Glenn Davila
- Nov 27
- 4 min
Will You Work Beyond Traditional Retirement Age?
More than seven out of 10 current workers in a recent survey said they expect a paycheck to play a role in their income strategy beyond...
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Glenn Davila
- Nov 20
- 2 min
Decline in Charitable Giving
Americans gave almost $500 billion to charity in 2022 — a strong show of generosity but a 3.4% decline (10.5% adjusted for inflation)...
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Glenn Davila
- Nov 13
- 3 min
Medical Debt and Your Credit Report
It's no surprise that consumers are contacted by debt collectors about medical bills more than any other type of debt.1 After all, the...
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Glenn Davila
- Nov 6
- 4 min
Year-End 2023 Tax Tips
Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning...
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Glenn Davila
- Oct 30
- 4 min
Much Ado About RMDs
The SECURE 2.0 Act, passed in late 2022, included numerous provisions affecting retirement savings plans, including some that impact...
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Glenn Davila
- Oct 23
- 2 min
Then and Now
In 2003, the U.S. was emerging from the dot-com recession, unemployment rates were peaking during a jobless recovery, and online shopping...
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Glenn Davila
- Oct 16
- 2 min
As student loan payments resume, Biden cancels $9 billion in debt
President Joe Biden detailed $9 billion in new student-loan relief, saying it would provide a boost to the U.S. economy as he sought to...
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Glenn Davila
- Oct 9
- 3 min
You've Received an Inheritance, Now What?
If you've recently received an inheritance, you may be facing many important decisions. Receiving an inheritance might promote spending...
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Glenn Davila
- Oct 2
- 1 min
Student loan payments are due. Can employees catch up?
Are you ready to pay your student loans? For many borrowers whose federal loan repayments kick in this week — after more than three years...
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Glenn Davila
- Sep 26
- 4 min
College Forecast: Skepticism Toward Higher Education Rises
A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher...
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Glenn Davila
- Sep 19
- 2 min
Uneven Jobs Recovery
The U.S. economy lost nearly 22 million jobs during the two-month pandemic recession of March–April 2020. The total job count returned to...
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Glenn Davila
- Sep 16
- 6 min
401(k) catch-up questions leave high earners in limbo
Adobe Stock A tweak to older, high-earning employees' retirement plans slated for next year could block a valuable tax break on...
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Glenn Davila
- Sep 5
- 3 min
Missing money: 35% of Gen X has less than $10k in retirement savings
Karolina Grabowska for Pexels Compared to previous generations, the 65 million members of Gen X are facing an especially daunting task of...
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Glenn Davila
- Aug 28
- 4 min
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on your particular circumstances. No one strategy is suitable for everyone. Once you're retired,...
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Glenn Davila
- Aug 21
- 3 min
Time to Bulk Up Your Emergency Fund
A financial crisis — such as a job loss or medical emergency — can strike when you least expect it. It is important to be prepared by...
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Glenn Davila
- Aug 14
- 3 min
Student loan payments restart in October. Are employees ready?
Antoni Shkraba from Pexels Starting in October, employees across the U.S. will have to resume payments on their student loans, and are...
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corey1684
- Aug 8
- 4 min
Healthy Returns: How Investing In Employee Health Pays Dividends
Adobe Stock In March, a federal judge struck down an essential Affordable Care Act policy that mandated private insurers fully cover...
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corey1684
- Aug 8
- 2 min
Allen Associates Welcomes Amy Godfrey as Financial Advisor
Allen Associates, one of the region’s leading providers of employee benefits and personal financial and accounting services, recently...
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corey1684
- Aug 8
- 2 min
Saving for Retirement Health-Care Costs
The chart below shows the savings that a man, a woman, and a couple who retired at age 65 in 2022 might need to meet retirement...
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