Financial Planning

2022 Retirement Plan IRS Limits
Team SummitEmployee Financial Resource Center, Employee Outcomes, Employer Resource Center, Financial Planning, Plan Operations & Admin, Retirement PlanningComments are off for this post
With 2022 just around the corner, it’s important to keep in mind the newly-released IRS retirement contribution limits for the new year. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan has increased to $20,500. The catch-up contribution limit for employees aged 50 and  Read More →
Are You Sabotaging Your Retirement?
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Saving for retirement can be intimidating, but it doesn’t have to be. Finding reasons not to contribute to your retirement plan will hurt you in the future. If any of the excuses listed below sound familiar to you, it may be time to challenge your thinking around saving for retirement.            Read More →
Preparing for What’s Next: Entering the Workforce [CHECKLIST]
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
Whether you are a recent college graduate in your first full-time position or have children heading into the professional workforce, it’s important to address some of the financial unknowns. Entering the workforce is a big transition. This might be the first time you (or your children) will be fully responsible for managing finances and making  Read More →

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