Posts tagged 403B

Changing Jobs? Don’t Forget to Consider All the Financial Components

A new job can be exciting — often accompanied by better pay, a fresh challenge, and/or a shorter commute. But in the rush of accepting an offer and giving notice, it’s easy to overlook financial details that can quietly cost you money. Before you clean out your desk, run through this checklist

Corporate Sponsored 40..., General Financial Plan..., Insurance, Personal Financial Pla...Dave Trettel, CFP®June 29, 2026Health Insurance, 401k, 403B, 401k Plan Sponsor, Heath Savings Account, Flexible Spending Accounts, Stock Options

Catch-Up Contributions in 2026: What Investors Age 50+ Need to Know

If you’re an investor age 50 or older planning to make “catch-up” contributions to a retirement plan, 2026 brings several important changes to understand. These include updated contribution limits and a new mandatory Roth catch-up rule for high-income earners that could affect both your taxes and your take-home pay.

Corporate Sponsored 40..., Mid Career Professional, Pre-Retiree, Retirement PlanningErin Campbell, CPA/PFS, CFP®February 12, 2026401k, financial planning, Retirement Planning, Retirement Plans, 403B, 457, tax planning