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Achieving Life’s Goals with Cash Flow Alternatives
Submitted by Neville Associates on January 29th, 2024The Benefits of a High-Yield Savings Account
Submitted by Neville Associates on January 29th, 2024Legacy 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.