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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


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


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


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


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


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


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


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


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


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


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


More Americans Embrace the Cashless Economy
A growing number of Americans are going “cashless” for everyday purchases like groceries, gas, services, and meals compared to previous...
corey1684
Aug 8, 20232 min read


Education & Earnings
While there is widespread concern about student debt and the cost of higher education, data from the U.S. Bureau of Labor Statistics...
corey1684
Aug 8, 20232 min read
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