E.g., 10/22/2021
E.g., 10/22/2021
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  | Protection

Your IRA can help fund your HSA

Health savings accounts (HSAs) are perhaps the best retirement planning tool available. Most people aren’t aware that if you’re looking for cash to fully fund the year’s HSA contribution, a transfer from an IRA might do the job.
  | Spending & Budgeting

Establishing good money habits video

No matter what you are seeking in life, establishing good spending and savings habits is the key to achieving your goals and to help better your overall financial wellness.
Social Security provides a guaranteed source of income in retirement, but what many don't realize is that you're not guaranteed to keep it all. Some retirees owe taxes on their Social Security benefits, but it all depends on your income. Here's a closer look at how your retirement fund withdrawals play into all of this.
  | Financial Wellness

70 Percent of 401(k) Plans Offer This Key Feature

We're told we're supposed to save diligently for retirement during our working years, and socking away funds in a 401(k) is a great way to do so. If your employer offers a 401(k) plan, you can consider yourself lucky. And if that 401(k) comes with a Roth savings option, consider yourself even luckier.
This is an account of an amazing woman by the name of Oseola McCarty, an African-American cleaning woman from Mississippi who saved over $150,000 during her lifetime and then donated it to a scholarship fund at the University of Mississippi for deserving students who otherwise may not get the chance to go to college. She was also a Presidential Citizens Medal winner and inspired others to give. This is her story.

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