Articles

How Much Risk Can You Take?

Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09 Read more

Money Minute: Women's Financial Health Check Up in Your Fifties

When we reach our 50s, we are approaching the final stretch of retirement preparation and need to get serious with our plans. Statistically, women will live longer and experience higher healthcare

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Don't Delay: The Potential Benefits of Starting to Save Now

For long-term investment goals such as retirement, time can be one of your biggest advantages. That's because time allows your investment dollars to do some of the hard work for you through a

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Uncertain Markets Highlight the Importance of Diversification

With the U.S. stock market hitting all-time highs, followed by downdrafts and increased volatility, we are getting some questions about the timing of and preparation for the next major market

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Key Retirement and Tax Numbers for 2018

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction

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Money Minute: Financial Planning in Your 50's. It's Never Too Late to Start

If you are in your 50’s and like many of your generation, you’re looking at your net worth and asking “Is this really all I have?”  Between raising young children, college tuition, home

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How Will the Tax Cuts and Jobs Act Affect Your Estate Plan?

Effective January 1, 2018, the Tax Cuts and Jobs Act of 2017 (TCJA) reduces individual and corporate tax rates, eliminates a host of deductions and credits, enhances other breaks and makes Read more

Money minute: Understanding Investment Fees and expenses

Do you know how much your investments cost? It might be more than you think.

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Medicare and Your Employer Health Plan

If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer's group health plan. When you're eligible for both types of coverage,

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Money minute: Rolling Over Your 401(k)

Starting a new job can be a very exciting, intimidating and overwhelming experience.  Between learning new names, new computer systems and new procedures, it can be easy to see why the fate of

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