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Welcome to My New Financial Literacy Blog

  • Basics of the 401(k)

    November 29, 2019 by

    As of 2019 the maximum contribution you can make to your 401(k) is $19,000, $25,000 if you are over 50. That amount will increase to $19,500, $25,500 if you are over 50 in 2020. If you are planning on leaving your current job or already have and your 401(k) is still sitting there you have… Read more

  • What you should have learned in school but probably didn’t

    January 10, 2020 by

    There are many subjects taught to us while growing up and in school. Unfortunately, personal finance and proper money management are not one of them. I have worked in the financial services industry for many years now and it still astounds me at the lack of general regarding even a simple savings account. More and… Read more

  • Last minute ways to reduce your Tax bill

    December 27, 2019 by

    This time of year, with all the holiday festivities going on it is easy to see why your taxes might not be top of mind, but a few easy solutions can help you potential save thousands when you file your taxes next year. Make sure all your deductions will add up to more than the… Read more

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