Category: Personal Finance
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Retirement Contribution and Catch-Up Limits for 2026
The IRS has announced the new retirement contribution and catch-up limits for 2026. This is great news, as most limits have increased, allowing you to save more for retirement! 2026 Contribution Limits IRA/Roth IRA Contribution Limit: $7,500 (2025 limit was $7,000) IRA/Roth IRA Catch-Up Contribution (age 50 or over): $1,100 (2025 catch-up was $1,000) 401(k), Read more
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The Second New Year: Personal Finance Review
Back-to-school season tends to have a “new year” feel. I think this is because we are returning to schedules and routines and preparing for winter. Even if you don’t have kids in school, something about the Fall makes us want to check in with our goals and finish the year strong! Life is busy, and Read more
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Improve Your Finances Quickly With These 6 Tips
We all have “shoulds” in life, such as eating healthier, exercising more, and managing finances. None of them sound particularly fun, but they are essential for long-term well-being. The good news? To improve your finances quickly, you don’t have to make drastic changes or give up everything you enjoy. You don’t need to live off Read more
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Spring Clean Your Finances: 6 Smart Moves to Tidy Up Your Money
It’s time to Spring clean your finances! Even though spring in Ohio often brings wild temperature swings—and more than its fair share of rain and mud—it’s still a breath of fresh air because it means winter is finally behind us! There’s just something about the warmer weather that inspires us to throw open the windows Read more
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What Should I Do With My Tax Return or Bonus?
If you are getting a tax return or bonus, it is important to have a plan before it hits your bank account. Once you see that dollar amount in your account, getting emotional about it is easy. Without a plan, you may be tempted to spend it impulsively. I want to share a few ways Read more
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Being Proactive with Identity Theft
Unfortunately, it is increasingly common for people to discover that their social security number is on the dark web. This makes sense since there has been a rise in the number of data breaches in recent years and it is becoming harder to identify scams since scammers use technology to look professional and sophisticated. But Read more