Slide 1


Slide 2
Slide 3
Slide 5
Slide 6


March 13, 2018

4 Ways to Avoid an RMD Tax Surprise

Are you one of the millions of people using an IRA to save for retirement? According to a 2013 study, Americans hold nearly $2.5 trillion in assets inside IRA accounts.1…

March 6, 2018

3 Questions to Ask About Your Pension Benefit

Will you benefit from a pension payment in retirement? If so, consider yourself fortunate. Pensions are quickly disappearing from employer benefit menus. In 1998, 58 percent of Fortune 500 companies…

February 23, 2018

Why You Still Need an Emergency Fund in Retirement

An emergency fund is a key component of any sound financial plan. As you likely know, life can change quickly. You could suffer a costly medical issue. Or you may…

February 19, 2018

3 Tips to Reduce the Impact of Taxes in Retirement

They say death and taxes are the only certainties in life. You may not be able to control when you pass away, but you can certainly implement a plan to…

February 13, 2018

Tips to Build Your Emergency Health Care Reserve in Retirement

If retirement is right around the corner, you may be in the process of finalizing your strategy. You may be considering when to actually leave the working world or when…

February 6, 2018

Tips to Protect Your Marriage from Grey Divorce

Retirement is supposed to be a time to enjoy your free time. For married couples, it means spending time together, traveling to new locations and pursuing new adventure. For an…

January 24, 2018

New Job? Tips for Your 401(k) Enrollment

Do your plans for 2018 include a new job? If so, you may be busy transitioning out of your current role and preparing for your new position. When you start…

January 17, 2018

Tips to Improve Your 401(k) Savings Strategy in 2018

Are you unhappy with the current state of your 401(k)? Worried that you won’t have enough money to fund the retirement of your dreams? If so, you’re not alone. A…

January 10, 2018

A 3-Step Retirement Catch-Up Plan

Are you concerned that you won’t have enough money for retirement? If so, you’re not alone. A 2017 Gallup study found that more than half of Americans are concerned about…

January 3, 2018

5 Financial Tips for Your New Year’s Resolution List

New Year’s is a time to set goals and chart a new course. Many people take advantage of the new year as a time to implement new habits and pursue…