Articles

Transitioning into Retirement

The retirement "zone"

If you're considering retirement within the next five years or so, you're in the retirement "zone." This is a critical time period during which you'll be faced with a number

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Money Minute: Should You Convert your IRA to a Roth IRA?

If you have a traditional IRA, you may want to consider the advantages of converting it to a Roth IRA.  The biggest difference between the two IRAs is when your funds will be taxed.

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Money Minute: The Importance of Portfolio Rebalancing

 

 

Portfolio rebalancing is returning your portfolio to the proper mix of stocks, bonds and cash when they no longer conform to your goals.

The primary goal of a rebalancing strategy is to

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What Is a Rollover IRA, and Do I Need One?

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit

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Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your

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Money Minute: Top Reasons Why You Need to Participate in Your 401(k)

Employer-sponsored retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. Studies show that many Americans are not taking full advantage of this

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The Health-Wealth Connection

It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles.¹ The clear

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Don't Let Rising Interest Rates Catch You by Surprise

You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer interest rates, but changes to the federal

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Money Minute: Investment Strategies for Women

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Kickstart Your College Fund with a 529 Plan

If you're looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code that governs them, 529

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