WealthPhase

12/17/2018

2019 retirement plan contribution limits
http://bit.ly/2GkLKjF

The IRS raised 2019 contribution limits on popular retirement savings plans such as the IRA, SIMPLE IRA and 401(k).

11/26/2018

https://www.barrons.com/articles/retirement-regrets-1542658752

Learn from the mistakes of these retirees.

11/13/2018

/Do you have money in a savings account at a big bank? Why? http://bit.ly/2QMg0Vm

11/09/2018

Medicare Part A and Part B, also know as Original Medicare or Traditional Medicare, won't cover all of your medical needs in retirement. Here's what you need to know.

11/01/2018

Stash up to $6,000 in your IRA and $19,000 in your 401(k) in 2019—and $7,000 more if you’re 50-plus.

10/10/2018

Better get started at a young age!

The sooner you start, the easier it is.

10/08/2018

Reducing sequence of returns risk.
https://on.wsj.com/2OJt28p

Investment losses early in retirement can “lock a portfolio into a downward spiral.” But advisers say there are steps savers can take to minimize the damage.

10/04/2018

Behavioral economics identifies why women are better investors than men.

Behavioral economics show that men tend to take more financial risks and hold losing stocks longer.

10/04/2018

American's need a .
http://bit.ly/2QwfBGk

"Unfortunately, the kind of things consumers want help with are not on most traditional financial institutions’ radar. In fact, none of these financial needs are being met by mainstream financial institutions."

More than half have cried over money. Many have either gone hungry or eaten out of the trash to avoid doing do. People need help badly.

10/04/2018

http://bit.ly/2IBL2fr

It’s all the rage in charitable giving -- and it’s actually got some charities worried. Donor-advised funds — money that grows tax-free in individual accounts — are reshaping the landscape of U.S. philanthropy.

09/21/2018

Cars...one of the biggest obstacles to financial success.
https://bit.ly/2NY3gNu

You can save thousands of dollars a year simply by choosing your car wisely. Here's what you need to know about vehicle ownership costs.