Portfolio rebalancing, how to budget your money, what’s an HSA and who needs one? Preparing for retirement is hard. From personal finance basics to retirement planning and everything in between, we’ve got a few ideas to make life a little simpler. Contact MCF with any questions.
You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing jointly) if you made eligible contributions to an employer-sponsored retirement savings plan. The deduction is claimed in the form of a non-refundable tax credit, ranging from 10% to 50% of your annual contribution.
Financial stress can have a trickle-down impact on many aspects of daily life. MCF shares six simple strategies that can help you manage financial stress.
Join Retirement Planning Specialist and Financial Advisor, Hunter Nighbert, as he shares insights into how to plan and prepare for retirement.
Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether.
Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration.
Saving money can be hard to teach since it revolves around delayed gratification. Education is key. Look for teachable moments where money is concerned and engage with your child. Saving teaches us how to set goals and prioritize. Help your child define saving goals and celebrate reaching those goals!