Articles

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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Don't Let Your Retirement Savings Goal Get You Down

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, each year in its annual Retirement Confidence Survey,

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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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