SlateRiver Financial

06/04/2026

Have you maxed out your ? Here’s how that might backfire on you: https://www.kiplinger.com/taxes/tax-planning/maxed-out-401k-tax-implications
Keeping you updated!

What looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.

05/29/2026

Four reasons you might want to roll over your into an , and four reasons you might not want to:

https://www.kiplinger.com/article/retirement/t032-c000-s002-pros-and-cons-of-rolling-your-401-k-into-an-i

What do you think?

Kiplinger is part of Future US Inc, an international media group and leading digital publisher. Visit our corporate site.

05/28/2026

Thunder UP!!

05/27/2026

Ten ways to make some extra money in : https://www.aarp.org/money/retirement/how-to-make-money-in-retirement/?src=psn

We hope you found this helpful!

Finding unclaimed assets, tapping your home equity and more

05/22/2026

When is the best age to claim ? While you can’t know for sure, there are some questions to ask yourself as you try to determine the right time.

Learn more here: https://www.kiplinger.com/retirement/social-security/questions-that-define-your-ideal-social-security-claiming-age

Claiming Social Security too early can cost you thousands. Before you file, ask these essential questions to ensure you aren't leaving money on the table.

05/20/2026

Part-time jobs to consider for retirees: https://money.usnews.com/money/retirement/articles/part-time-retirement-jobs-that-pay-well

If you’re looking to ease into retirement, some good-paying jobs can be done on a part-time basis.

05/16/2026

Habits for staying not only healthy, but mentally sharp: https://www.aarp.org/advocacy/staying-sharp-brain-healthy-habits/?src=psn

Always here to help!

It comes down to simple habits you can follow every day

05/14/2026

New 401(k) mandate: catch-up contributions made by high earners 50+ must be deposited into a Roth account.

Learn more: https://www.kiplinger.com/retirement/401ks/the-new-401-k-mandate-why-a-forced-roth-could-be-a-boon-for-your-retirement

What do you think of this?

A new rule stipulates that 401(k) catch-up contributions made by high earners 50 and older must be deposited into a Roth account. Here's why that's a big plus for your retirement.

05/09/2026

As faces a funding shortfall, lawmakers are floating their ideas for fixing the program.

Learn more here: https://www.cnbc.com/2026/03/31/social-security-shortfall-who-will-pay.html

Social Security's retirement trust fund may run out of money in 2032, according to the latest projections. Lawmakers have some ideas for how to fix the program.

05/06/2026

! Why you should tap your card rather than inserting it:

https://www.aarp.org/money/scams-fraud/credit-card-skimmers/?src=psn

Here for your safety!

8 tips to protect yourself from criminals who install skimmers on card readers to steal users’ cash