The Sandwich Generation: Juggling Family Responsibilities
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you…
Prioritizing Your Retirement Needs, Part I
When you take the time to ponder your retirement picture, how much do you see and how well-focused is the…
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE…
The Cost of Your Family Tree
Planning your finances for retirement is a challenge and it seems to only become more challenging as time moves on. …
Longevity Rules: Why long-term retirement planning is more important for women
Retirement planning is one of the most important guarantees an individual can make to ensure that their retirement goes smoothly…
Living Apart, Together?
Retirement comes with myriad decisions – most made jointly with a significant other, and while these decisions have been years…
4 Ways to Catch Up on Retirement Savings
When money’s tight, your retirement savings is usually the first place you cut back. Or maybe you just didn’t get…
The History of Retirement
The Pension Era 13 BCE through 401(k) Era Present
What’s So Great About a Rollover?
An IRA rollover may make sense whether you’re leaving one job for another or retiring altogether
What is a Roth 401k?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA. While many people are familiar…
Social Security – Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that…
Women and financial strategies
Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability…