As we officially step into summer and close the books on the first half of 2026, it can be a natural time to pause and reflect. We have seen our share of market fluctuations this past spring, from the geopolitical uncertainties in March and April to shifting inflation narratives, but […]
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Half the year is already behind us. This might be a good time to review your retirement savings progress and consider tax strategies that may improve your financial outlook for 2026 and beyond. Contribution Limits for 2026 401(k), 403(b), and 457 plans: $24,500 employee deferral limit. Age 50 and older […]
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The 15% savings rate is a widely used benchmark in the industry. Fidelity suggests that saving approximately 15% of income annually (including employer contributions) may help individuals work toward a retirement that replaces a portion of their pre-retirement income. Current Savings Rates (Recent Industry Data) Fidelity’s Q4 2025 Retirement Analysis […]
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