Resource Financial Planning

01/01/2024

As we close the book on 2023, we want to thank you for your support this year. May 2024 bring you health, happiness, and success. Cheers to new beginnings!

12/30/2023

You may not want to start thinking about preparing your 2023 taxes just yet, but here’s one good reason to get them done and filed early: a quicker refund. Find out other reasons filing early makes sense, and also how inflation could affect your refund: https://bit.ly/3RPXmho

Just because the deadline to file 2023 taxes is far away in April, you shouldn't procrastinate. Most Americans are due a refund check. You may be one.

12/29/2023

https://www.usatoday.com/money/blueprint/auto-insurance/car-insurance-outlook/

Car insurance rates are expected to keep accelerating upward, so brace yourself for your next renewal bill in 2024.

12/28/2023

https://www.nbcnews.com/business/economy/social-security-cola-2024-how-much-cost-of-living-adjustment-when-rcna130396

While inflation has been falling in recent months, seniors remain especially vulnerable to price increases, experts say.

12/28/2023

https://www.erisapracticecenter.com/2023/12/congress-proposes-secure-2-0-technical-corrections-bill/

As previously discussed, the SECURE 2.0 Act of 2022 (“SECURE 2.0”) was signed into law on December 29, 2022 as part of the 2023 Consolidated

12/26/2023

https://money.usnews.com/money/retirement/iras/articles/what-is-the-inherited-ira-10-year-rule

Know what to expect if you inherit an IRA and how to establish a plan for taking distributions.

12/08/2023

https://www.usatoday.com/story/money/shopping/2023/12/04/avoid-scams-phishing-protect-cash/71801486007/

Scammers make convincing ads that seem like they're from the real company by using the same name and logo.

12/07/2023

https://www.kiplinger.com/retirement/401k-what-to-do-if-your-employer-stops-its-match

If other companies follow in IBM’s footsteps, employees will need to make some adjustments in their retirement savings.

07/23/2023

Do you keep your finances separate from your partner’s, or do you have joint accounts? Read one expert’s opinion on combining money in your relationship: https://bit.ly/3Y1m4Ng

Plus, how to think about your money after a divorce.

07/23/2023

The Federal Reserve’s newly launched instant payment service, FedNow, offers a quicker way to send money between banks. That means your paycheck could clear in seconds. Learn more benefits: https://bit.ly/3rIfBKZ

The Federal Reserve has launched a new instant payment service that allows banks and credit unions to sign up to send real-time payments so they can offer customers a quicker way to send money between banks.

07/21/2023

We’ve been hearing about an impending recession since the Federal Reserve began increasing interest rates last year, but it has yet to arrive. Why? Find out what “strange” occurrence explains it: https://bit.ly/3Q14HdC

"Interest rates simply aren't working as they once did. It is indeed a mad, mad world," said Societe Generale.

07/20/2023

One woman’s story of having her email hacked and losing thousands to scammers should serve as a warning to keep your email account as secure as possible. Here’s her story, and tips for protecting yourself: https://bit.ly/46UAnr3

A woman lost access to her email account and hackers began moving her money around.. Here's how to protect yourself.