Latest articles by Jackie Stewart
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How the Senior Safe Act Protects Your Finances
Scams The law encourages employees of financial services firms to report cases of suspected elder financial abuse, hopefully leading to more prosecutions of the criminals involved.
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SECURE Act 2.0: 14 Ways the Proposed Law Could Change Retirement Savings
retirement plans The House-passed bill would automatically enroll some workers in retirement plans, raise the mandatory age for RMDs, and much more.
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5 Signs You Should Fire Your Financial Adviser
retirement planning A strong relationship with a financial adviser you trust matters more the closer you get to retirement. Here are some of the reasons it may be time for you to part ways.
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The Challenges and Joys for Grandparents Raising Grandkids
retirement Grandparents, who are unexpectedly caring for grandchildren, face a number of legal and financial obstacles. It's essential they seek out support.
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How to Estimate Your Social Security Benefits
social security There are a few tools you can use to calculate your Social Security benefits, including signing up for a my Social Security account.
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Surprise Medical Bills Are Coming to an End
health insurance With the No Surprises Act taking effect in 2022, patients will no longer live in fear of receiving an unexpected and exorbitant medical bill for emergency care and other ancillary services.
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How to Apply for a Social Security Card Replacement
Basics Applying for a Social Security replacement card, especially online, can be fairly straightforward. You just need the right documentation on hand.
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Reverse Mortgages: 10 Things You Must Know
Making Your Money Last Reverse mortgages can be complicated so it’s imperative that you understand how the loan is repaid, the monthly costs and potential scams to look out for.
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Reverse Mortgages: 10 Things You Must Know
Making Your Money Last Reverse mortgages can be complicated so it’s imperative that you understand how the loan is repaid, the monthly costs and potential scams to look out for.
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SIMPLE IRA Contribution Limits for 2021
Financial Planning The maximum amount workers at small businesses can contribute to a SIMPLE IRA for 2021 remained the same as the prior year.
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401(k) Contribution Limits for 2021
Financial Planning The 401(k) contribution limit stayed the same for 2021. But workers 50 and older can save an extra amount for retirement.
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SEP IRA Contribution Limits for 2021
Financial Planning The maximum SEP IRA contribution is higher this year than it was for 2020.
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Thrift Savings Plan Contribution Limits for 2021
Financial Planning Federal workers and military personnel can save the same amount in their TSP retirement accounts this year as 2020.
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403(b) Contribution Limits for 2021
Financial Planning Teachers and nonprofit workers can contribute the same amount to a 403(b) retirement plan in 2021 as they could last year.
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Roth 401(k) Contribution Limits for 2021
Financial Planning The Roth 401(k) contribution limit stayed the same this year. Workers 50 and older can save an extra amount for retirement.
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Roth IRA Contribution Limits for 2021
Financial Planning The Roth IRA contribution limit remains the same for 2021 as it was for 2020. Retirement savers 50 and older can contribute an extra amount.
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Traditional IRA Contribution Limits for 2021
Financial Planning The contribution limit for traditional IRAs remains the same for this year as 2020.
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457 Contribution Limits for 2021
Financial Planning The amount state and local government workers can contribute to their 457 plans remains the same as 2020.
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SEP IRA Contribution Limits for 2022
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $61,000 a year
