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How to Pay Off Debt and Save for Retirement at the Same Time
Personal FinancesRetirement Planning

How to Pay Off Debt and Save for Retirement at the Same Time

It’s possible to manage competing financial priorities. Find out how small steps can get you to your short- and long-term goals.

3-5 minute read
Which Business Owners Get the Most Tax Savings From Cash Balance Plans?
Business PlanningRetirement Planning

Which Business Owners Get the Most Tax Savings From Cash Balance Plans?

For certain business owners, setting up a cash balance plan can mean significant savings on yearly taxes. Could it be the right move for you?

5 minute read
The 5 Worst Mistakes Near-Retirees Make—and How to Avoid Them
Retirement PlanningWealth Planning

The 5 Worst Mistakes Near-Retirees Make—and How to Avoid Them

The decisions you make in the years immediately before retirement can have a serious impact on your finances. Here are some of the most common missteps to avoid.

5 minute read
Should You Rent in Retirement?
Personal FinancesRetirement Planning

Should You Rent in Retirement?

Selling your home could help you fund a more comfortable retirement lifestyle, not to mention the accessibility and maintenance benefits that can come with becoming a renter.

5 minute read
How to Invest Money When You’re on a Tight Budget
Personal FinancesRetirement PlanningWealth Planning

How to Invest Money When You’re on a Tight Budget

Sticking to a budget, contributing to your retirement plan and tuning out market noise are all steps that add up when you’re building your nest egg.

4 minute read
Estimating Expenses in Retirement
Personal FinancesRetirement Planning

Estimating Expenses in Retirement

Retirement is the time to enjoy life, but first you need to make sure you'll have enough money to cover all your expenses.

4 minute read
What Is an IRA?
Personal FinancesRetirement PlanningWealth Planning

What Is an IRA?

Learn the definition, types and limits of individual retirement accounts.

4 minute read
4 Ways to Minimize Taxes on Your Investments
Personal FinancesRetirement PlanningWealth Planning

4 Ways to Minimize Taxes on Your Investments

Learn the steps you can take to minimize or entirely eliminate tax liabilities associated with your investments.

4 minute read
Should You Invest Your Health Savings Account in 2023?
Personal FinancesRetirement Planning

Should You Invest Your Health Savings Account in 2023?

The tax benefits of health savings accounts can make them appealing as a retirement savings tool, but consider the drawbacks before investing your account.

5 minute read
How Employers Can Help Workers Maximize Social Security Benefits
Business PlanningRetirement PlanningWealth Planning

How Employers Can Help Workers Maximize Social Security Benefits

Waiting to collect Social Security can substantially increase a retiree’s benefit. Find out how employers can help make a delay feasible by adding a bridge strategy to their retirement plans.

3 minute read
Where Interest Rates May Land and How It Could Impact Your Retirement
Market TrendsRetirement Planning

Where Interest Rates May Land and How It Could Impact Your Retirement

As the Fed continues to increase rates, should you adjust your long-term investing strategy?

5 minute read
4 Investment Lessons From 2022 That All Retirees Should Take to Heart
Personal FinancesRetirement PlanningWealth Planning

4 Investment Lessons From 2022 That All Retirees Should Take to Heart

These timeless financial planning principles can help you make smart investment and spending decisions no matter what the year ahead may bring.

5 minute read

Please note that any opinions or posts expressed in these articles do not necessarily reflect the opinions of Byline Bank.