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Navigating the 4 Phases of Retirement

Submitted by Neville Associates on May 1st, 2024

Retirement 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.

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  • Financial Planning
  • Retirement
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5 Tips for Saving and Investing as a Small-Business Owner

Submitted by Neville Associates on May 1st, 2024

As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term.

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  • Financial Planning
  • Investing
  • Small-Business
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Money Matters: Financial Literacy For The Whole Family

Submitted by Neville Associates on April 3rd, 2024

Financial literacy is crucial, not only for adults but for everyone in the family. When you have a good foundation of financial literacy, you will have a greater understanding of money and prepare yourself for a brighter financial future. Ready to improve the financial literacy of your family? Below are a few ways to get started.

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5 Ways to Improve Your Financial Awareness

Submitted by Neville Associates on April 3rd, 2024

Regardless of what you do or how much you earn, you deal with money on a daily basis. The more you understand about finances, the more effectively you will be able to manage yours.

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The Ultimate Guide to Navigating Tax Filing Season

Submitted by Neville Associates on April 3rd, 2024

The federal income tax filing deadline isn’t until April. However, the start of tax season is nearly upon us. Here are some tips for navigating the tax filing process to help lessen some of the stress you may feel as Tax Day arrives.

 

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Brackets to Portfolios: March Madness Lessons

Submitted by Neville Associates on April 3rd, 2024

Relating March Madness to long-term financial planning and investing

 

March Madness is upon us, and for basketball fans and investors alike, it's the most exciting time of the year. As the top college basketball teams prepare to tip off the Sweet 16 and the Elite 8 at the NCAA Tournament this weekend, there are financial implications to consider.

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Changing Jobs? Know Your 401(k) Options

Submitted by Neville Associates on February 26th, 2024

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.

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It’s Time to Spring-Clean Your Financial Plan

Submitted by Neville Associates on February 26th, 2024

Tips to work towards a brighter future so you can enjoy the fruits of your labor

 

Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, "April showers bring May flowers", and this sentiment can also apply to your financial life.

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Five Keys to Authentic Retirement Happiness

Submitted by Neville Associates on February 26th, 2024

The ability to enjoy our golden years is the same as the ability to be happy

 

People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The truth is, if you don’t think you can be happy until you retire, you likely won’t be.

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2024 Contribution Limits: What’s New?

Submitted by Neville Associates on February 26th, 2024

Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500. In a world where pensions are nearly gone, having the ability to put more money away can help you prepare for a retirement that may be here faster than you think.

 

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