<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1615816415302394&amp;ev=PageView&amp;noscript=1">

Articles

Financial Considerations When Facing a Disability: Part I

Facing a disability can upend finances, shatter psyches, reshape relationships, and transform societal roles.  A disability impacts not only the individual disabled but family members, friends,

Read more

Leaving A Legacy

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for

Read more

Women and Financial Planning: 5 Steps to Consider

Women represent the largest proportion of influence over wealth. They own more than half (51%) of all U.S. personal wealth and they’re on track to inherit two thirds of the wealth ($22 trillion)

Read more

Rules on Opening a 529 Plan Account for College

Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are

Read more

How Does Your Employer's Retirement Plan Compare?

Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are used by employers and plan participants to

Read more

The Fed Hits the Brakes: No Rate Hikes Projected in 2019

At its meeting on March 20, 2019, the Federal Open Market Committee (FOMC) maintained the benchmark federal funds rate at the target range of 2.25% to 2.50% that was set in December 2018. This in

Read more

Caring for Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there

Read more

The Sandwich Generation: Juggling Family Responsibilities

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at

Read more

Quiz: How Much Have You Thought About Health and Health-Care Costs in Retirement?

When planning for retirement, it's important to consider a wide variety of factors. One of the most important is health and its associated costs. Thinking about your future health and the rising

Read more

Are Your Employees Ignoring Their 401(k)s?

For many businesses, offering employees a 401(k) plan is no longer an option — it’s a competitive necessity. But employees often grow so accustomed to having a 401(k) that they don’t pay much

Read more
1 2 3 4 5