Highlights of Changes for 2018

This is a good time of the year to review your YTD saving to see if you met your 2017 goals and to make any last minute changes prior to year end.

It is also a good time to start budgeting for 2018. The Internal Revenue Service just announced cost-of-living adjustments affecting certain dollar limitations for pension plans and other retirement-related limitations for 2018. Continue reading “Highlights of Changes for 2018”

Resource Links is a good site if you are in the market to buy a home, refinance your mortgage and/or are looking to compare savings and CD rates.

The IRS  is a good site if you are looking for contribution limits and benefits for retirement accounts.

The Social Security Website is a good resource if you are trying to figure out what your current estimated benefit will be when you retire. It contains a lot of other valuable information.