Retegy
We are independent fee-only financial services firm specializing in financial planning, retirement s
07/28/2023
While considering future financial stability, a 401(k) plan stands as one of the most advantageous options available today. Named after the section of the U.S. tax code that establishes it, the 401(k) has become the retirement plan of choice for many businesses across the country. If you're unfamiliar with how this plan works or the potential benefits it could bring to your financial portfolio, let's delve into the details.
Understanding the Ins and Outs of Workplace 401(k) Plans - Retegy Invest in Your Future: Deciphering the 401(k) Puzzle
07/25/2023
In our journey toward financial success, we often encounter numerous pitfalls that can impede our progress. Understanding these pitfalls is the first step in avoiding them and securing a stable and flourishing financial future. Today, we will shed light on the top financial mistakes to avoid, empowering you to take control of your money and pave the way toward financial prosperity.
Top Financial Mistakes to Avoid - Retegy Top financial mistakes to avoid, empowering you to take control of your money and pave the way toward financial prosperity
07/06/2021
Have you ever been confused by the jargon used on Wall Street? Allow me to translate some esoteric stock market terms into plain English.
06/29/2021
Is your money gaining or losing purchasing power?
Inflation & the Real Rate of Return - Retegy Is your money gaining or losing purchasing power?
12/12/2020
Here are some things you might consider before saying goodbye to 2020.
End-of-the-Year Money Moves. 2020 Edition - Retegy Here are some things you might consider before saying goodbye to 2020.
11/07/2020
In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October.
Market Update (November 2020) - Retegy In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October.
11/02/2020
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings.
2021 Limits for IRAs, 401(k)s and More - Retegy On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings.
10/25/2020
Тhanks to a couple of factors, some investors are thinking about this move before 2020 ends.
Why Roth IRA Conversions May Now Be Advantageous - Retegy Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. Do Roth IRAs seem e...
10/18/2020
Federal Student Aid opportunities are often first-come, first-served.
FAFSA Applications Are Now Open - Retegy Federal Student Aid opportunities are often first-come, first-served.
10/10/2020
In this month’s recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe.
Market Update (October 2020) - Retegy In this month’s recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe.
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07/17/2021