Instead of just spending the money, you could plan to pay yourself. About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800. (1) What do households do with that money? It varies. Last year, consumer financial...Read More
What Could You Do With Your Tax Refund?
Have you given much thought to your financial priorities? According to the Transamerica Center for Retirement Studies, saving for retirement is one of the top financial priorities for workers. The importance of saving for retirement is so critical that the availability of retirement planning resources at...Read More
Are you giving up money to support your Millennial children? It is important to keep your retirement account safe from early withdrawals in addition to being well-funded. However, are you funneling money away from your retirement account in order to support a Millennial child? According to the...Read More
Are your employees on track for retirement readiness? Plan Sponsors should be taking a recent report, A Retirement Wake-Up Call: The Aegon Retirement Readiness Survey 2016, to put their employees on track for retirement readiness. The Transamerica Center for Retirement Studies and the Aegon Center for Longevity...Read More