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Nickel-and-Dimed

Nickle-and-Dimed No, you’re probably not imagining it. 69% percent of Americans surveyed by Lending Tree in 2023 reported they’d paid an extra fee when using a credit card for a purchase. A smaller, more recent survey by WalletHub put that figure at 79%, with 85% of the participants saying that credit card charges made them […]

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Green

Resolution Fatigue

At this time of year there tends to be discussion about what our New Year’s resolution will be. Researchers suggest that only 9% of Americans that make resolutions complete them. In fact, research goes on to show that 23% of people quit their resolutions by the end of the first week, and 88% fail them

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Lost 401k

As we approach year end we are frequently being asked about what we call “Lost 401k” accounts. Perhaps you changed jobs, or your employer went out of business or merged with another company, or maybe you’ve just put the memories of a workplace that you left years ago far, far behind you. And now, you

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Increases

We’ve written about several of the increases that are happening in 2023 and thereafter, and it is important to keep them all in mind as you plan for your retirement. Since hitting a 40-year high of 9.1% in June, inflation has cooled somewhat. If that trend continues, the Cost of Living Adjustment in Social Security

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