Articles

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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Money Minute: Do You Have These Estate Planning Documents?

A comprehensive Estate Plan generally consists of several documents. Of course, there is your Will which transfers certain assets going through the probate process. A Revocable Living Trust, if

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Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement

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Getting Help From a Financial Professional

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments? Finding

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Money Minute: Is A Health Savings Account (HSA) Right for You?

One way to control healthcare costs is through the use of a Health Savings Account, or HSA Plan, which combines a health savings account with a high deductible health insurance plan.

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Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to

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