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Financial Planning (16)136 Articles
Wed, Nov 9, 2022
Retirement Planning for Public Employees
Are you making a career as a public employee—like a teacher, police officer, or member of the military? If so, saving for retirement may look different than it does for the private sector.
Wed, Nov 2, 2022
Wondering When You May Recover Your Market Losses?
2022 has been a strange year so far. At the beginning of the year, investors experienced peak returns following the remarkable recovery from the initial pandemic lockdowns. But lethargy rapidly kicked in with the economy and stock market's steady decline. Now investors are wondering when the market will turn again so they can recover their losses.
Wed, Oct 26, 2022
What’s the Difference Between a 401(k) and an IRA?
Which retirement account should you choose—a 401(k)? An IRA? Both? Here are the differences and why they matter.
Wed, Oct 19, 2022
End of Life Planning: Ease the Burden on Your Loved Ones
End-of-life planning can feel overwhelming—but it doesn’t have to be. Here’s a checklist to help plan for your passing. Of course, everyone’s circumstances differ, but in general, these nine steps should ease the burden on your loved ones’ shoulders.
Fri, Oct 7, 2022
Do Elections Matter to Your Portfolio? 3 Reasons We Don't Think You Should Worry
Are you worried about how the upcoming midterm election will impact your investment portfolio? Here’s why we’re not concerned.
Tue, Sep 27, 2022
Making Sense of Required Minimum Distributions
Required minimum distribution rules are confusing, and, unfortunately, the penalty for failing to take the correct distribution is severe. We help you understand your obligations and show you how to use your RMD to pursue your financial goals.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.