Categories

Retirement Planning

How Women Can Establish Financial Independence Following Divorce By Kathleen Marteney, CRPC

Posted November 2, 2021

The emotional rollercoaster individuals endure during and after a divorce can be debilitating. Equally devastating are the financial fallouts that can ensue from these life transitions. However, there is a ray of sunshine beyond the storm when women take a moment to assess the facts of their newly single life and rebuild a solid financial […]

Where You Put your Money Matters By Robert Mark Weiss, CFA

Posted September 23, 2021

Novice investors often use the terms saving, investing and speculating interchangeably.  However, there are significant differences between each of these approaches to wealth accumulation. Savvy investors will understand these distinctions and recognize when one strategy may be preferential to another. Saving The dictionary defines saving as preservation from danger or destruction. When applied to personal […]

Your 401(k) Is Not an Emergency Savings Account By Olga Ismail

Posted August 12, 2021

Saving for retirement through an employer’s 401(k) plan is a great way to invest in yourself – both for today and for your future. With each contribution to your plan, you essentially pay yourself (rather than Uncle Sam) and allow those payments to stay invested in the market, where they have the potential to grow […]

Department of Labor Issues First-Ever Cyberthreat Guidance for Retirement Plan Fiduciaries By Sean Deviney, CFP®

Posted July 6, 2021

The Department of Labor’s Employee Benefits Security Administration (EBSA) recently released cybersecurity guidance to help retirement plan sponsors (employers and business owners), record keepers and other plan fiduciaries mitigate the growing risks of cyber threats, including fraud and identity theft. According to the EBSA, employer-sponsored retirement plans regulated by the Employee Retirement Income Security Act […]

What is Asset Diversification and Why is it Important? by Olga Ismail

Posted December 9, 2020

Asset diversification is an investment strategy designed to help investors minimize exposure to market volatility while attempting to maximize opportunities for high returns over the long term. While diversifying assets does not guarantee any investment objective will be met, spreading out investable dollars over a diverse mix of stocks, bonds, cash and other assets could […]

Is it Time for a Financial Checkup? by Scott Montgomery, CLU, ChFC

Posted October 21, 2020

Mitigating investment risk and preparing portfolios and estate plans for an uncertain future requires investors to meet with their financial advisers on a regular basis, and especially mid-year, to ensure that long-term plans remain on track. Here’s a checklist of topics to consider: Are my investments still aligned with my long-term goals? Whether saving for […]

Special Needs Trusts Can Help Improve a Disabled Family Member’s Quality of Life by Lee F. Hediger

Posted June 6, 2020

Caring for a family member with a physical, intellectual or emotional disability can be costly. Every-day expenses can include not only food and shelter but also specialized medications, assistive devices, special education, transportation, at-home nursing care and much more. Over time, these expenses will almost certainly increase. To ensure that a loved one continues to […]

Wealth Planning Opportunities that Leverage Today’s Low-Interest Rates by Eric P. Zeitlin

Posted May 28, 2020

Significant declines in key economic indicators during the COVID-19 pandemic have encouraged the Federal Reserve to maintain its aggressive monetary policy, keeping benchmark interest rates near zero. Despite the financial fallout and future uncertainty created by the coronavirus, high-net-worth individuals should consider these periods of low-interest rates to be prime time for implementing certain estate-planning […]

8 Tips to Help Women Improve Financial Literacy by Kathleen Marteney, CRPC

Posted May 22, 2020

For too long, women were socialized to believe that they were bad with money or that financial management was a role better left to their husbands. While women have come a long way, there remains a significant gender gap in financial literacy. According to the results of a study conducted by the Global Financial Literacy […]

Keep an Eye on Estate Planning Through COVID-19 Pandemic by Eric P. Zeitlin

Posted March 19, 2020

The novel coronavirus (COVID-19) pandemic is having a profound impact on people and businesses across the globe. Lives have been lost, businesses are facing the potential of mounting losses, and an uncertain economic future is roiling the global equity markets. Through this time, families must also assess the impact of the virus on their estates […]

  1. Pages:
  3. 1
  4. 2
  5. 3
  6. 4
  7. 5
  8. 6
  9. 7