Retegy

Retegy We are independent fee-only financial services firm specializing in financial planning, retirement s

While considering future financial stability, a 401(k) plan stands as one of the most advantageous options available tod...
07/28/2023

While considering future financial stability, a 401(k) plan stands as one of the most advantageous options available today. Named after the section of the U.S. tax code that establishes it, the 401(k) has become the retirement plan of choice for many businesses across the country. If you're unfamiliar with how this plan works or the potential benefits it could bring to your financial portfolio, let's delve into the details.

Invest in Your Future: Deciphering the 401(k) Puzzle

In our journey toward financial success, we often encounter numerous pitfalls that can impede our progress. Understandin...
07/25/2023

In our journey toward financial success, we often encounter numerous pitfalls that can impede our progress. Understanding these pitfalls is the first step in avoiding them and securing a stable and flourishing financial future. Today, we will shed light on the top financial mistakes to avoid, empowering you to take control of your money and pave the way toward financial prosperity.

Top financial mistakes to avoid, empowering you to take control of your money and pave the way toward financial prosperity

Are your choices based on evidence or emotion?
07/17/2021

Are your choices based on evidence or emotion?

Have you ever been confused by the jargon used on Wall Street? Allow me to translate some esoteric stock market terms in...
07/06/2021

Have you ever been confused by the jargon used on Wall Street? Allow me to translate some esoteric stock market terms into plain English.

Is your money gaining or losing purchasing power?
06/29/2021

Is your money gaining or losing purchasing power?

Is your money gaining or losing purchasing power?

Here are some things you might consider before saying goodbye to 2020.
12/12/2020

Here are some things you might consider before saying goodbye to 2020.


Here are some things you might consider before saying goodbye to 2020.

In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressu...
11/07/2020

In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October.

In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October.

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings.
11/02/2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings.


On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings.

Тhanks to a couple of factors, some investors are thinking about this move before 2020 ends.
10/25/2020

Тhanks to a couple of factors, some investors are thinking about this move before 2020 ends.


Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. Do Roth IRAs seem e...

Federal Student Aid opportunities are often first-come, first-served.
10/18/2020

Federal Student Aid opportunities are often first-come, first-served.

Federal Student Aid opportunities are often first-come, first-served.

In this month’s recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washi...
10/10/2020

In this month’s recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe.

In this month’s recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe.

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