When springtime rolls around each year, many feel the need for a fresh start and new beginnings. It's a great time to start cleaning out our closets, deep-clean our homes, and freshen up our living spaces. Spring cleaning does not only apply to our living spaces,...
Retirement News
National Financial Literacy Month
April is National Financial Literacy Month and is a great time to bring awareness to the importance of reviewing our finances and gradually work to improve them. It's an opportunity to learn tips and techniques that can help them become more financially savvy to be...
Five Tips to Tame Your Financial Anxiety
Realize your anxiety about finances is normal. If you worry about money, you're not alone. In recent years, many people have experienced increased stress around finances, especially during periods of uncertainty. Practice mindfulness. Use mindfulness to slow down,...
New Year, New Financial Wellness Goals
The start of the new year often means new resolutions, or for some, it’s a fresh start with new goals. Kicking off January with Financial Wellness Month is the perfect opportunity to look at your personal finances. During this time of increasing inflation, you may...
Putting it into perspective: riding the waves of the market
Costs on most things we use in our daily lives are increasing, the stock market is all over the map, and we keep hearing about the possibility of a recession. The status quo almost makes you forget that in 2021, the S&P 500 regularly reached new records and the...
2023 Annual Retirement Contribution Limits
The Internal Revenue Service has announced its annual update to contribution limits for pension and retirement plans for the 2023 tax year. Section 415 requires these limits to be adjusted annually for cost-of-living increases. The limit on contributions by employees...
Financial Azimuth Check
The military commonly uses the term “azimuth check” or “check your azimuth” to literally mean check or verify your direction of travel while navigating. As you navigate towards retirement, be sure to frequently check your direction or 'azimuth' to ensure your...
National Retirement Security Month
The month of October is designated as National Retirement Security Month (NRSM). This is a time to make sure your retirement savings and investments are still on track to meet your future goals. Learning more about specific financial needs in retirement is a good...
Weathering Market Uncertainty
Many investors are concerned as our economy hits record-high inflation and some downward market spirals. During this turbulent time, it has proven to be very difficult for many to remain focused and stay the course with saving and investing in a financial future....
Financial Wellness Virtual Benefits Fair
It’s open enrollment season and TIAA is taking their benefits fair up a notch with a focus on self-care. The financial side of self-care often flies under the radar, but financial wellness and overall wellness go hand in hand. Starting with retirement plan enrollment,...