Blog & Articles

What is Your Retirement Inspiration?

April 25, 2017

Retirement should be a celebratory event. After all, you’ve probably been planning your retirement for years or even decades. It’s a time to free yourself from the trappings of the working world and take control of your schedule. You can travel, spend time with family,…

Read this Article

Should You Plan on Working Past Age 65?

April 10, 2017

It’s no secret that many Americans struggle to save enough money for retirement. After all, retirement is a major financial goal. To reach your savings target, you’ll likely need to put money away on a regular basis for decades. Sometimes challenges arise in life and…

Read this Article

Will Your Savings Last If You Have a 40-Year Retirement?

March 23, 2017

Thanks to advances in medicine and health care technology, people are living longer than ever. According to the Centers for Disease Control and Prevention, the number of people in the United States who are age 100 or older is at a record high.1 Additionally, Pew…

Read this Article

Stressed About Your Taxes? Try These Tips

March 10, 2017

Feeling the stress as tax season approaches? You’re not alone. During this time of year, many Americans feel the crunch as April 15 gets closer.…

Read this Article

Will Your IRA Beneficiaries Face a Tax Bill?

February 21, 2017

If you’re like many retirees, a large portion of your assets may be held in qualified accounts like an IRA or a 401(k) plan. Qualified…

Read this Article

Keep Your Retirement Plan on Track During A Job Change

February 10, 2017

Is a job change in your future? Are you about to start a new job? Or are you starting the job search process? If so, this is probably a hectic time for you. Amid the chaos it’s easy to overlook the impact a job switch…

Read this Article

Incapacitation: A Hidden Estate Planning Risk

January 16, 2017

Many people assume that estate planning is only for challenges that arise after you pass away. To a large extent, that assumption is correct. Estate planning can be used to minimize probate costs, manage taxes, and distribute your assets to your loved ones in the…

Read this Article

A Portrait of Gen X Retirement Saving

January 4, 2017

How would you guess Gen X is faring when it comes to retirement saving? Americans born between 1965 and 1980 are approaching what should be their peak income years, and many of them have actively contributed to workplace retirement plans, IRAs, and investment accounts. At…

Read this Article