Financial Wellness Center
Four Key Objectives of a Sound Retirement Plan
Aug 24, 2023 10:49:00 AMA sound retirement plan should be based on your particular circumstances. No one strategy is suitable for everyone. Once...
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Jul 31, 2023 8:31:04 AMIn December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt...
Are You Eligible for College-Related Federal Tax Benefits?
Jun 5, 2023 10:17:00 AMCollege students and parents deserve all the help they can get when paying for college or repaying student loans. If you...
Year-End 2022 Tax Tips
Nov 25, 2022 12:22:00 PMHere are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Eff...
Choosing Between Retirement Plan Contribution Types
Nov 18, 2022 11:54:00 AMIf your employer-sponsored 401(k) or 403(b) plan offers pre-tax, Roth, and/or non-Roth after-tax contributions, which sh...
How Does a Retirement Plan Work?
Nov 18, 2022 8:25:00 AMEmployer-sponsored retirement savings plans, such as 401(k), 403(b), and 457 plans, present an ideal opportunity to buil...
2023 IRS Retirement Contribution Limits
Oct 21, 2022 1:51:12 PMThe IRS has announced cost of living adjustments changing dollar limitations for retirement-related items for the tax ye...
Maintaining Your Financial Records
Oct 18, 2022 12:52:00 PMAn important part of managing your personal finances is keeping your financial records organized. Whether it's a utility...
FAFSA Opens on October 1
Sep 20, 2022 11:39:00 AMThe Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opens on October 1, 2022. Here are so...
Consider a Bond Ladder for Rising Interest Rates
Sep 8, 2022 11:39:00 AMAfter dropping the benchmark federal funds rate to a range of 0%–0.25% early in the pandemic, the Federal Open Market Co...