Blog
Legacy of Love: 10 Questions to Help Families Prepare for a Wealth Transfer
Submitted by Neville Associates on January 29th, 2024Navigating the 4 Phases of Retirement
Submitted by Neville Associates on December 20th, 2023Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often experiences. Individuals may have to modify their strategies throughout the different phases to align with changing incomes and expenses.
Finding Focus with Financial Planning: A Step-By-Step Guide
Submitted by Neville Associates on December 20th, 2023Five Helpful Tools for Tax Prep
Submitted by Neville Associates on December 20th, 2023New Year, New Goals: Your Countdown to Financial Health
Submitted by Neville Associates on December 20th, 2023For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your buck over the next year? Below we discuss three New Year's resolutions that may help you get your new year off to a great start.
Your Traditional 401(k) Year-End Review Checklist
Submitted by Neville Associates on December 1st, 2023A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a percentage of the contribution. Are you maximizing these contributions? There are also limits on how much you are allowed to contribute annually.
Tis the Season for Tax-Friendly Giving Strategies
Submitted by Neville Associates on December 1st, 2023The 12 Days of Year-End Planning: Things to Consider Going into the New Year
Submitted by Neville Associates on December 1st, 2023At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over 12 days, focusing on one each day, and ensuring it gets a comprehensive review.
A Holiday Survival Guide for Your Finances
Submitted by Neville Associates on December 1st, 2023The average family spends an extra $1,000 or more during the holiday season. From gifts and travel to dinners, shows, and decorations, each purchase adds up.1 How might you take full advantage of holiday cheer while avoiding the financial stress of going over budget? Here are four tips to help your budget have a happy holiday season.