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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...
Glenn Davila
Nov 13, 20233 min read
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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...
Glenn Davila
Nov 6, 20234 min read
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Much Ado About RMDs
The SECURE 2.0 Act, passed in late 2022, included numerous provisions affecting retirement savings plans, including some that impact...
Glenn Davila
Oct 30, 20234 min read
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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...
Glenn Davila
Oct 23, 20232 min read
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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...
Glenn Davila
Oct 16, 20232 min read
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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...
Glenn Davila
Oct 9, 20233 min read
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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...
Glenn Davila
Oct 2, 20231 min read
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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...
Glenn Davila
Sep 26, 20234 min read
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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...
Glenn Davila
Sep 19, 20232 min read
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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...
Glenn Davila
Sep 16, 20236 min read
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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...
Glenn Davila
Sep 5, 20233 min read
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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,...
Glenn Davila
Aug 28, 20234 min read
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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...
Glenn Davila
Aug 21, 20233 min read
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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...
Glenn Davila
Aug 14, 20233 min read
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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...
corey1684
Aug 8, 20234 min read
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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...
corey1684
Aug 8, 20232 min read
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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...
corey1684
Aug 8, 20232 min read
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Put Your Money Where Your Values Are
Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before the pandemic and...
corey1684
Aug 8, 20234 min read
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Home Energy Tax Credits
Federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The...
corey1684
Aug 8, 20233 min read
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As Your Parents Age, Help Them Protect Their Finances
It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation,...
corey1684
Aug 8, 20233 min read
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