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You are here: Home / Archives for Marriage

Marriage and Money: Taking a Team Approach to Retirement

Open communication and teamwork are especially important when it comes to saving and investing for retirement. Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In 2018, the maximum employee contribution to a 401(k) or 403(b) plan is $18,500 ($24,500 for those age 50 and older), and employers often match contributions up to a set percentage of salary. But even when most of a … [Read more...]

Filed Under: Articles, Investments/Investing, Marriage, Retirement

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Copyright 2019 - ERB FINANCIAL is an independent contractor who offers securities and advisory services through Excel Securities & Associates, Inc., 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Excel Securities & Associates, Inc. and Erb Financial are separate entities; There is no common ownership between the two. Excel Securities & Associates, Inc. is a Member of [FINRA] and [SIPC]
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  • Home
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    • Our Company
    • Our Team
  • Tax
    Services
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    Services
  • Resources
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    • Helpful Links & Websites
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    • Tax Preparation Checklist
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