Upcoming SECURE Act 2.0 Changes: Automatic 401(k) Enrollment & the Saver’s Match

The SECURE Act 2.0 has introduced many changes over the years, including new early withdrawal exceptions and updated required minimum distribution rules for retirement accounts. But more change is coming, as some provisions  go into effect later years.

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Avoid These Financial Mistakes While Shopping on Cyber Monday

Cyber Monday, which is on December 2, 2024, is one of the biggest online shopping days of the year, offering incredible deals and discounts that make it easy to fill your virtual cart. 

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Where to Give this Holiday Season: Cincinnati Edition

The holiday season is a time of giving, reflection, and spreading joy. One of the best ways to embody the holiday spirit is by supporting those in need. Whether you’re cleaning out your closet, stocking up on nonperishables, or donating to your favorite cause, your contributions make a real difference. 

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Shopping for a High-Yield Savings Account? Look Beyond Shiny Introductory Offers

When it comes to choosing a high-yield savings account (HYSA), many people are drawn in by flashy introductory offers—those tempting high rates that disappear after a few months. While these offers can be appealing at first glance, it’s important to think about what happens after the introductory period ends. 

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