Yearly Archives: 2026
-
Estate Planning with Wealth.com
Estate Planning isn’t just for the ultra-wealthy. It’s simply about making sure the people, assets, and decisions you care about most are protected, no matter what life throws your way. Here is a quick look at why getting your estate plan in order is one of the most practical, loving things you can do for your family. Bypassing the Probate…More › -
How To Build An Emergency Fund
Life happens. Having a dedicated emergency fund helps you handle extra costs while also protecting your long-term investments. Here are 4 best practices to build a solid emergency fund: 1. Aim for a Time-Based Goal, Not a Random Number Forget arbitrary targets like "save $10,000." Instead, aim for 3 to 6 months of essential living expenses (housing, food, utilities, minimum…More › -
401(k) Spring Cleaning: What To Do With Your Old Retirement Accounts
If you’re in your 30s or 40s, there’s a good chance your career path looks like a game of hopscotch. You’ve put in the years, leveled up, and likely switched jobs two or three times by now. But with every career jump, there is one thing we almost always leave behind: the old 401(k). It’s incredibly common. You start a…More › -
What To Do With A Leftover 529: More Options Than You Think
529 accounts are one of the most powerful education savings tools available. These contributions grow tax-free, and qualified withdrawals are tax-free too. But what happens when your child earns a scholarship, doesn't go to college, or you over-saved? You have more options than you might think. Your Options At A Glance Change the beneficiary: You can transfer the account to…More › -
Virginia Small Businesses: Big Changes Coming to Your Retirement Plan Rules
If you run a small business in Virginia, there is a major regulatory update coming that needs to be on your radar! Virginia has officially expanded RetirePath, the state’s mandatory retirement savings program. Starting July 1, 2026, if your business has 5 or more employees (including part-time workers), has been operating for at least 2 years, and doesn’t currently offer…More › -
Working for yourself? Don’t leave your retirement to chance.
When you’re self-employed, an independent contractor, or running a small business, you wear every single hat. You’re the CEO, the marketing team, the customer service rep and the head of HR. Because you don't have a corporate HR department handing you a 401(k) matching plan, saving for retirement easily falls to the bottom of your to-do list. But there is…More ›