It's a common scenario: you’ve changed jobs a few times throughout your career, and with each transition, the paperwork piles up. Amidst the excitement of a new opportunity, it’s easy for old 401(k) accounts to slip through the cracks. In fact, billions of dollars in retirement savings are currently sitting unclaimed.
Tax season, while a time for financial reconciliation, unfortunately also ushers in a heightened risk of identity theft. Cybercriminals and fraudsters become increasingly active, attempting to exploit individuals' eagerness to file or their anxieties about taxes.
Social Security is a cornerstone of retirement planning for millions of Americans, yet its complexities often lead to misunderstandings. While many associate it primarily with retirement benefits, its scope extends far beyond, offering a vital safety net for families through various life stages.
Looks like New Year's resolutions are still going strong in 2025! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals.
As we transition into 2025, taking a moment to review the financial journey of 2024 is invaluable. At INPAC Wealth Advisors, we believe that a thorough understanding of past economic trends and a thoughtful look at future possibilities can significantly inform your financial planning.
Worried about healthcare costs in early retirement before Medicare kicks in? Learn how pre-retirees can strategically plan for medical expenses and secure their financial future.