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The Future of Retirement Planning
Retirement  |   August 31, 2020

The Future of Retirement Planning

As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates. However, other economic news
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Retirement To-Do List
Retirement  |   June 30, 2020

Retirement To-Do List

As we run through our daily to-do lists — go to work, attend meetings, battle traffic, get home, spend time with the family, eat dinner, sleep, repeat — retirement might
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CARES Act: Retirement Fund Access and Relief on Student Loan
Retirement, Student Loan  |   May 8, 2020

CARES Act: Retirement Fund Access and Relief on Student Loan

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 provides more than $2 trillion in relief for businesses and individuals affected by the COVID-19 pandemic. The new law
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401(k) assets down, but savings levels up
401(k), Savings  |   May 8, 2020

401(k) assets down, but savings levels up

The average 401(k) balance fell by 19% during the first quarter, according to data released Friday by Fidelity Investments. As of the end of March, 401(k) accounts in Fidelity’s record-keeping
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COVID-19’s harsh impact on state pension systems and school districts
Finance  |   March 27, 2020

COVID-19’s harsh impact on state pension systems and school districts

With U.S. stocks just suffering their worst day since the 1987 crash, followed immediately by one of their best single days, some economists are saying buckle-up and worrying that the
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Work World: Late Career Management
Finance  |   February 4, 2020

Work World: Late Career Management

Consider that working longer could be a problem if you’re relying on it as a retirement savings strategy. That’s because a 2018 study found that more than half of older
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Student Loan Debt Affects More Than Millennials
Student Loan  |   February 4, 2020

Student Loan Debt Affects More Than Millennials

Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and,
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Generational Differences in Handling Money
Finance  |   December 25, 2019

Generational Differences in Handling Money

The economy is fueled by consumer spending, so the people who buy the most cars, houses, staples and luxury items are in a position to call the shots. How will
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Anticipating Retirement During Changing Times
Retirement  |   December 18, 2019

Anticipating Retirement During Changing Times

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history.
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The Importance of Women Achieving Financial Confidence
Finance  |   December 13, 2019

The Importance of Women Achieving Financial Confidence

Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of all
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Recent Posts

The Future of Retirement Planning

The Future of Retirement Planning

Retirement August 31, 2020
Retirement To-Do List

Retirement To-Do List

Retirement June 30, 2020
CARES Act: Retirement Fund Access and Relief on Student Loan

CARES Act: Retirement Fund Access and Relief on Student Loan

Retirement, Student Loan May 8, 2020
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