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September 15th, 2019
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There’s A New W-4 Form for 2020. Here’s What You Need to Know.

There’s A New W-4 Form for 2020. Here’s What You Need to Know.

In August, the Internal Revenue Service issued a major revision to the 2020 W-4 form. By releasing the nearly-finalized version now, the IRS hopes it will give employers and payroll processors extra time to learn about it and update their systems for next year. Here’s what you need to know.

In August, the Internal Revenue Service issued a major revision to the 2020 W-4 form. By releasing the nearly-finalized version now, the IRS hopes it will give employers and payroll processors extra time to learn about it and update their systems for next year. Here’s what you need to know.

Admin
July 14th, 2019
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Teachable Money Moments: Our Kids Are Listening

Teachable Money Moments: Our Kids Are Listening

Dialing a rotary phone. Using an ice cube tray. Reading a paper map. Some things we used to do every day are now a complete mystery to our kids. Progress can be a double-edged sword. In my day, banking at the ATM was a game changer. I also remember the way we used to pay … Continue reading “Teachable Money Moments: Our Kids Are Listening”

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May 12th, 2019
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What to Do and Not Do: 401(k)s and the 3 Stages of your Career

What to Do and Not Do: 401(k)s and the 3 Stages of your Career

Retirement is nothing like it was for our parents or grandparents. I have relatives who, in their day, could rely on a pension. But when my generation (and most likely yours), reaches retirement age, we will be in a better position if we have a 401(k) waiting for us.

Retirement is nothing like it was for our parents or grandparents. I have relatives who, in their day, could rely on a pension. But when my generation (and most likely yours), reaches retirement age, we will be in a better position if we have a 401(k) waiting for us.