Retirement Plan

Retirement Account or Retirement Plan: What’s The Difference?

Written by Jeff Walker, Financial Planner Retirement Account or Retirement Plan: What’s The Difference? The most widely used and well-known retirement savings plan in the United States is a 401(k) plan. The term \”401(k)\” refers to Section 401(k) of the Internal Revenue Code. These types of plans allow employees to avoid taxation on their income …

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How The Russia-Ukraine Conflict Could Affect Americans

When Putin invaded Ukraine in late February 2022, President Biden announced sanctions targeting Russian banks, the country’s sovereign debt and Russian oligarchs, warning that Russia would pay an even steeper price if it did not cease its aggression. In the early days of the conflict, European banks braced for the fallout. However, U.S. bank executives …

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What We Worry About

Retirement Planning A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement. However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement. Interestingly, couples that score highly on cognitive interdependence (meaning they …

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The Fed’s Beige Book

  October\’s Beige Book Entries Tackled Everything from Skyrocketing Wages to the Desperate Search for Workers Posted by CopyTeam   The Federal Reserve wields a fair amount of power in the U.S., with reverberations that can affect the broader global economy. The Fed’s job is to monitor and adapt monetary policy to support favorable economic …

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