Retegy Blog
Take control of your finances with our expert advice and guidance on personal financial planning,
covering everything from budgeting and saving to investing and retirement.
Recent developments
Build a secure financial future for yourself and your family with our comprehensive resources
on personal financial planning, including tips, tools, and strategies for achieving your financial goals.

Understanding the Ins and Outs of Workplace 401(k) Plans
Invest in Your Future: Deciphering the 401(k) Puzzle
While considering future financial stability, a 401(k) plan stands as one of the most advantageous options available today. Named after the section of the U.S. tax code that establishes it, the 401(k) has become the retirement plan of choice for many businesses across the country. If you're unfamiliar with how this plan works or the potential benefits it could bring to your financial portfolio, let's delve into the details.

Managing Debt: Effective Strategies
Practical Strategies and Approaches for Effective Debt Management
Being in debt can feel like having a gigantic rock tied to your ankle. It is hard to move forward, and the constant worry and stress associated with it can be overwhelming. In this article, we'll explore several debt management strategies, comparing their benefits and drawbacks, and discuss how a Certified Financial Planner (CFP®) can guide you through your unique financial landscape towards a more secure future.
Featured stories
Insider insights and expert tips for achieving your financial goals.
Retirement Planning
Retire in Style: Expert Advice on Retirement Planning
Investment Management
Navigating the Markets: Investment Management Strategies
Tax Strategies
Pay Less, Keep More: Expert Tax Planning Strategies

Understanding the Ins and Outs of Workplace 401(k) Plans
Invest in Your Future: Deciphering the 401(k) Puzzle

New Retirement Contribution Limits for 2023
The Internal Revenue Service has released new retirement contribution limits for the coming year.

2021 Limits for IRAs, 401(k)s and More
Numbers to know for the new year.
Financial Planning
Money Talks: Unlocking the Secrets to Financial Planning

Managing Debt: Effective Strategies
Practical Strategies and Approaches for Effective Debt Management

Top Financial Mistakes to Avoid
Top financial mistakes to avoid, empowering you to take control of your money and pave the way toward financial prosperity

End-of-the-Year Money Moves. 2022 Edition
Here are some things you might consider before saying goodbye to the outgoing year