2025 will offer unique super catchup savings options available for individuals 60-63.  Individuals in that age range may be eligible for a super catchup contribution of $11,250 which would allow them to save up to $34,750 into a retirement plan.  It is important to check with your 401k plan to see if they offer this option.

This decision is critical as a mistake can have a significant impact on the cost of your care in the future.  Therefore I have put together a communication in order to educate individuals on the topic.

When it comes to financial planning one of the biggest detriments to meeting a financial goal is time. When it comes to financial planning one of the biggest aids to meeting a financial goal is time.

January is a time when many reflect and focus on achievement. We create goals, resolutions, and changes we want to make to impact our lives positively.

Wait…how do I retire??

For most folks there is an order to things. We enter the work force. We put our head down, work hard, put some money away for “the future” and go about our business…

What does it mean to be wealthy? When asked that question, most people immediately default to money.