Articles

Five Keys to Investing for Retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make

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Decisions Decisions – Choosing Among Retirement Plan Contribution Types

If your employer-sponsored 401(k) or 403(b) plan offers pre-tax, Roth, and/or non-Roth after-tax contributions, which should you choose? How do you know which one might be appropriate for your

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It's Time for Baby Boomer RMDs!

In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½? That's the age when you must begin taking required minimum

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Money Minute: The Value Proposition of Using a Financial Advisor

Do you realize most people spend more time planning their vacations than they do their financial future?

That’s where having a trusted financial advisor can help.  Whether it’s planning for a

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What You Can Do with a Will?

A will is often the cornerstone of an estate plan. Here are five things you can do with a will.

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Money Minute: Charitable Giving Strategies

Charitable giving can be incredibly rewarding, and if you regularly donate substantial gifts such as $1,000 or more to your favorite causes, there are some strategies you should consider.

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Managing Debt While Saving for Retirement

It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.

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Have You Checked Your Retirement Plan Lately?

It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review

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Money Minute: End of Year Tax Planning

Year-end is fast approaching and with the holiday season on the horizon it’s easy to forget about your year-end financial planning. This is the time to consider strategies that could help you

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Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth

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