The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options
You may be eligible for Medicare soon, but do you know the ins and outs of your coverage options? Here's a breakdown of Medicare Parts A, B, C & D.
Understanding Inflation in 2021: What Investors Need to Know
Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments.
How does the stock market perform when interest rates rise?
Fidelity Bond Requirements for Plan Sponsors
If you sponsor a company retirement plan as a benefit for your employees, you may be required to maintain a type of insurance called a “fidelity bond.” Learn more about the importance of this type of bond.
Your 2021 Tax Filing Season To-Do List
Tax season can be stressful. Keep things simple with this 2021 tax season to-do list.
What Are Investing Lessons Learned From 2020?
2020 will be a year we will never forget. From a global pandemic and civil unrest, to an economic downfall that we continue to battle through today, it has been a challenging year that has impacted millions of individuals around the world. For investors, as we reflect on the past year, it’s critical we revisit some lessons learned to better ourselves moving forward.
Who’s Ready to Say Goodbye to 2020? Ring in the New Year With These 3 Budgeting Resolutions
For most, 2021 can't come soon enough. As you prepare to ring in the new year, don't forget to take some time to reassess your spending and saving strategies for the new year.
If the Market is at an All-Time High, is Now a Good Time to Invest?
Timing the market is often a failed game. Very few investors can time it right. The best way to match investments is with long term goals. Investing small amounts regularly, over a longer period, is more likely to help you reach your goals.
The Student Loan Crisis: Why Did it Happen & Where Does it Stand?
Student loan debt across America sits at $1.4 trillion. But how did we get here, and where do we stand with educating America's future workforce?
Pros and Cons of Taking Coronavirus-Related Distributions from Retirement Savings
The CARES Act relaxed certain provisions around withdrawals and loans from 401(k) plans due to the economic severity brought on by the pandemic. Many lessons will be learned from the COVID-19 crisis. One positive impact this pandemic may have within your workforce is the importance of financial wellness. A good program can help employees manage expenses, budget, set financial goals and priorities, while encouraging them to establish a 3 to 6 month emergency savings.