Matt Lobaugh

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So far Matt Lobaugh has created 13 blog entries.

How to Survive the Upcoming Wedding Season

By |2017-05-09T22:13:49+00:00May 11th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , |

Weddings, in general, are expensive.  Sorry parents and young couples of the world hosting an extravagant party this summer, but there is little you can do now to save money.  Instead, I am talking to those who were invited to your wedding and have yet to get wedding gifts.  These people still have a shot! Group [...]

IRA Contributions

By |2017-05-09T22:13:47+00:00March 30th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

So instead of wasting your time trying to convince you how great they are, I would rather discuss the mechanics of how you take advantage of them. Devise a savings strategy and start the automatic saving. IRAs come in two flavors: Traditional and Roth.  Traditional IRAs are tax-deferred, i.e., money grows year-after-year without Uncle Sam collecting [...]

An Easy to Follow Financial To-Do List for 2016

By |2017-05-09T22:13:46+00:00February 18th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , |

January: Increase retirement account contributions:  A new year sometimes means increasing retirement account contribution limits.  For 2016, the 401(k) limit is $18,000.  If you are already maxing out your employer sponsored plan, considering reviewing IRAs, taxable accounts, or some tax deferred annuities. February: Begin tax document collection:  Most of your tax forms will come to you [...]