Valery Keyi at AXA Advisors LLC

03/18/2014

You can contribute up to $17,500 to certain qualified employer-sponsored retirement plans in 2014. Are you maximizing your savings potential? Check-up on your strategies:

You want to get from here to a comfortable retirement. Two suggestions: Start with a plan. And start right away. Read on and get ready to take a step in the right direction.

03/15/2014

"The goal is not to do business with everybody who needs what you have. The goal is to do business with people who believe what you believe” - Simon Sinek’s TEDx Talk: Start with Why: How Great Leaders Inspire Action:

TEDx Puget Sound speaker - Simon Sinek - Start with Why: How Great Leaders Inspire Action About TEDx, x=independently organize event In the spirit of ideas w...

03/13/2014

Depending on your tax filing status, if you earned between $29,500 and $59,000 in 2013 and contributed to your employer-sponsored retirement plan you may be eligible for an annual tax credit. Click here to learn more about the Saver’s Credit qualifications:

If you participated in your employer’s retirement plan, such as a 401(k), 403(b), or 457(b) plan, in 2013, you may qualify for an annual IRS tax credit — just by saving for retirement. Depending on your individual circumstances, the Saver’s Credit may help reduce your overall annual income tax.

03/10/2014

Would it be awkward to bring this up on a first date?

03/07/2014

What is one financial tip you’ll pass on to your children?

03/05/2014

This doesn’t happen to everyone. Let me help you create a strategy based on your financial goals so you can enjoy life without having to look in every tin can.

An anonymous couple from Northern California hit the jackpot of rare finds after stumbling upon several tin cans full of rare gold coins in mint condition.

02/22/2014

Taxes impact growing wealth & withdrawals you make in the future.
Watch this video for insight on the sometimes overlooked impact of taxes.

02/21/2014

Did you know that 42% of Baby Boomers expect Social Security to be a major source of income in retirement? Visit www.retireonyourterms.org for a host of resources that can help you plan for Social Security’s role in your retirement.

In a show of support for National Retirement Planning Week® 2013, the U.S. General Services Administration has released a free packet of retirement planning publications.

02/18/2014

"A goal without a plan is just a wish." - Antoine de Saint-Exupery

02/13/2014

Enjoy the snow doughnut

01/31/2014

Read these 9 resolutions designed to help millennials become self-sufficient, wealth building individuals.

Nine simple resolutions from finance blogger Erin Lowry that will put you on a path to financial prosperity for 2014.

01/29/2014

“Dream big, start small.”
Business Insider has tips for big life changes through small lifestyle adjustments that can be translated to health habits, career habits or… financial habits.

James Clear shares how to create habits that you'll end up keeping.