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Tuesday, June 8, 2021

For more than 200 years, long before the advent of modern stock markets and electronic trading, some investors have been committed to socially-responsible (SRI) investing.1 This involves choosing companies and products that...

Tuesday, June 1, 2021

It is human nature to seek advice when things aren't going well or when an unforeseen event occurs. Often, people seek financial advice from a professional only when the stock market and their investments are experiencing turbulent...

Saturday, May 29, 2021

Grandparents can often find themselves in a better financial position to save for their grandchildren's education than their own children are. The parents of prospective students may still be contending with competing priorities like...

Tuesday, May 18, 2021

Unbeknownst to many investors, companies have the option of offering their employees a new different type of tax-advantaged retirement plan: the Roth 401(k). Not all sponsors of traditional 401(k)s have adopted the Roth feature, but it...

Tuesday, May 11, 2021

Did you make a New Year’s resolution at the start of the year? For 2021, many Americans are making the resolution to adopt healthy habits – concerning their bodies, minds and finances. As the following Statista Survey shows...

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Tuesday, May 4, 2021

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....

Tuesday, April 27, 2021

Unlike verbal literacy, financial literacy isn't often taught in schools—which means that many people may enter adulthood without having all the tools they need to make informed and effective financial decisions.[1] Fortunately,...

Tuesday, April 13, 2021

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even...

Tuesday, April 6, 2021

Professionals who have worked hard and built up assets over the course of their careers may be particularly concerned that their savings could be affected by a long term care event. As the costs associated with long term care continue...

Tuesday, March 23, 2021

Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously,...

Tuesday, March 16, 2021

If you're like many Americans, you may have a few dents and dings on your credit report. As of 2020, around one in five adults has either a "fair" or "poor" credit score, which can impact their ability to qualify for a loan, rent an...

Tuesday, March 9, 2021

Socially responsible investing (SRI) is a strategy to make your investments more impactful by supporting ecological and social causes. SRI investors invest their money to support companies that value transparency in their business...

Tuesday, March 2, 2021

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...

Tuesday, February 23, 2021

For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement...

Tuesday, February 16, 2021

Washington Long-Term Care Changes According to the National Council on Aging, someone turning age 65 today has almost a 70 percent chance of needing long-term care services during their lifetime.[i] A recent Employee Benefit Research...

Tuesday, February 9, 2021

As of 2018, about 58 million Americans had a 401(k), while around one-third of households owned an individual retirement account (IRA).1, 2 Yet for as commonplace as these retirement accounts can be, the nuances of contributions are a...

Tuesday, February 2, 2021

On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief package is included as part of this omnibus spending bill. It is intended to assist individuals and...

Tuesday, January 26, 2021

At one time, the only way you could join your company's 401(k) plan, 403(b) plan, or 457(b) plan was to put pen to paper and sign yourself up by filling out the appropriate forms—but this is quickly changing. To help participants...

Tuesday, January 19, 2021

In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, it takes some thought-out organization to keep your tax documents,...

Tuesday, January 12, 2021

For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement...

Tuesday, January 5, 2021

New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your...

Tuesday, December 22, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...

Tuesday, December 15, 2020

Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling good about supporting a number of worthy causes, they’ve been able to deduct the value of their charitable gifts...

Tuesday, December 8, 2020

A business plan is critical when you're getting ready to launch a business. It helps you stay organized on the path to your goal, while also helping you to hone in on key concerns such as funding objectives and marketing plans. At the...

Tuesday, December 1, 2020

Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure...

Tuesday, November 24, 2020

Nearly one in three U.S. adults serves as the primary caregiver to a relative or other close loved one.1 With respite facilities throughout the country closed or operating on restricted hours as a result of the COVID-19 pandemic, many...

Tuesday, November 17, 2020

Long-term care (LTC) keeps you functioning in the face of devastating illnesses, disabilities and prolonged disorders such as Alzheimer’s disease. LTC kicks in when you lose the ability to care for yourself and can no longer do...

Tuesday, November 10, 2020

When one door closes, another opens—and entrepreneurs who keep this mantra in mind are more likely to remain on top once the world has moved beyond the novel COVID-19 pandemic. What can business owners and other entrepreneurs do...

Tuesday, November 3, 2020

The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding...

Tuesday, October 27, 2020

Your plans for retirement may include travel, home improvements, and more time spent with family. Few people enter retirement with the expectation (or even the thought) that they soon may be unable to live independently. However, this...

Tuesday, October 20, 2020

Financial planning is an important part of securing your current lifestyle as well as preparing yourself for what you wish to do in your eventual retirement. And while this importance may look different during each stage of your life,...

Tuesday, October 13, 2020

A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...