Financial News & Insights

Most people think of retirement planning as building a nest egg that they can live on for the rest of their lives. This is their “number” and once they reach it, they are ready to leave their job and live happily ever after. We wish life could be that easy. In reality, planning for retirement involves making major decisions that will affect your finances for decades to come. It also involves considering the risks you may face over a 30- or 40-year retirement, such as outliving your nest egg, inflation, stock market risk, low interest rates and tax law changes.

You’re kicking back, margarita in hand, on some undisclosed tropical island, lying in a hammock near the beach. This is the way it’s supposed to be—retirement at its finest. You worked hard for this, and you are going to enjoy it! At least for a while, before retirement bliss is met with some retirement risk realities. Be ready for whatever life throws at you. Here are a few common post-retirement risks and how to prepare for them.

My curiosity and love for the financial world started at the ripe old age of 15! That’s when my grandfather approached me, asking me to help take care of my grandmother when he was gone. He had the foresight to plan ahead and chose to prepare me for this task by teaching me and modeling for me a life of responsible financial choices, the importance of avoiding debt, and saving for the future. I didn’t realize at the time that a) this was an immensely valuable gift, and b) he unknowingly set me up for a decades-long career doing the same for others.

The number of Americans retiring has nearly doubled in the past 20 years with 10,000 people a day reaching age 65. How close are you getting to that milestone?

You’ve saved diligently for years, are at the pinnacle of your career, and are getting ready to make the transition into retirement. Congratulations! At the same time, you may be wondering if you’ve done everything you can to prepare to retire successfully. Addressing the following vital areas before you take the leap into retirement will help you get started on the right track.

What’s so great about HSAs? HSAs can be a very powerful tool if used properly and they fit very well into a comprehensive financial plan.

The tax filing deadline was recently extended to July 15, 2020 amidst the COVID-19 pandemic. We've rounded up everything else you need to know before filing your taxes this year.

On March 27, 2020, Congress passed a historic $2 trillion economic stimulus package. Created to help offset the financial hardships of the COVID-19 pandemic, here's what you should know about this recently passed bill.