January 25, 2018 Participant Corner: Your Retirement Date Retirement can be the most wonderful time of your life, truly the golden years. It is up to you to … Read More
January 11, 2018 HSAs: A Tax Trifecta Investment Opportunity When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t exactly new to the game. Read More
January 3, 2018 Retirement 101 Your employer’s retirement savings plan is a defined contribution plan designed to help you finance your retirement. Six things you … Read More
December 29, 2017 No Beneficiary Designation. Who Gets the Money? According to a recent Wall Street Journal article, retirement plans and IRAs account for about 60 percent of the assets … Read More
December 27, 2017 To Bond or Not to Bond? There has been a fair bit of concern in the bond market over the general impact of rising interest rates. … Read More
December 23, 2017 How Will the TCJA Affect Your Estate Plan? The Tax Cuts and Jobs Act doesn’t repeal the estate tax; it does double the exemption. Read More
December 21, 2017 Buying a Home Buying a home is a big decision. There are many things to consider. Most importantly, what is your budget? Is … Read More
December 11, 2017 Saving for College You have big dreams for your kids. Maybe they'll be an astronaut or a doctor—their potential has no limit. Saving … Read More
December 8, 2017 Women in Retirement: 60 Percent Not Saving Enough The Texas Conference for Women surveyed attendees about their retirement savings and found that almost a whopping 60 percent weren’t … Read More
December 4, 2017 Target Date Funds — Does One Size Really Fit All? When it comes to retirement and target date funds (TDFs), all individuals within an organization have historically been placed in … Read More
September 12, 2016 Conflict of Interest or Fiduciary Rule: Q&A – Part I The Department of Labor (DOL) finally published final guidance regarding the definition of “fiduciary” on April 8, 2016. This Q&A … Read More
June 7, 2016 I’m Too Young to Save for Retirement! The concept of retirement may be far off for the younger generation, but there may be no better time to … Read More
