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Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do y

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at c

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motiva

The average 401(k) exposes your money to 50% losses. What would losing HALF your retirement savings money mean to your future? Imagine what

The idea behind asset allocation is to offset any losses from one class with gains in another, and thus, reduce the overall risk of the port

Even though Americans usually keep about 7% to 8% of their income in savings, that rate increased to more than 33% due to the pandemic.

More than $12 trillion is managed under sustainable and responsible investing principles.1 This includes mutual funds, endowments, and even

Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five

This FREE eBook focuses on 3 sections that will help you assess your current investment situation based on where you are: More than 10 years

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing.

Bonds used to support essential services, such as water or sewage, are also considered less risky. These services are normally unaffected by

Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

Is a SEP-IRA Right for Your Business? Not having a plan could be costing you. We have multiple ways to help businesses with 1 - 100

Indexed Universal Life offers a guaranteed income-tax-free death benefit and can protect a portion of retirement income and assets from mark

Government employees face unique financial planning considerations as they save for retirement and other goals. TSPs offer six different...

Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

Annuities Grow In Popularity As Stock Market Volatility Creates a Retirement Savings Flight to Safety. Analysts say volatility in the stock

Pandemic of 2020 has forced 33% of workers to take a loan and/or withdrawal from qualified retirement accounts. According to Jennifer...

The greatest wealth transfer in history will continue to unfold over the next 25 years, as Boomer households pass assets to their children a