Articles

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 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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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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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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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

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Are You Ready to Retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire.

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