Four Threats to the Distribution Phase of Retirement
Keep challenges such as inflation, market volatility and more in mind when it’s time for you to shift from saving for retirement to spending.
Using a 529 Plan? Here’s What to Keep in Mind
As the school year progresses, ensure you’re using the money for qualified expenses and keeping track of documentation. Taxes and options for unused funds are also considerations.
By Julie Virta, CFP®, CFA, CTFA Published
Why We Need Medical Professionals in Investing
Medical professionals who pursue careers in investing can help support the biotech companies that create treatments that improve, and save, lives.
By Kyle Rasbach, PhD, PharmD Published
Uncertain Times Call for Creative Estate Planning Strategies
Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.
By Paula Nangle, CFP® Published
Older Doctor Just Wants to Work, But New HR Boss Changes the Rules
How do you respond when a new person comes in and won’t honor the agreement you made with their predecessor?
By H. Dennis Beaver, Esq. Published
Five Key Advantages to Working at an Employee-Owned Company
Higher job satisfaction and security are just two reasons that getting hired at a company with an Employee Stock Ownership Plan, or ESOP, could be a good career move.
By Peter Newman, CFA Published
Is Your Financial Adviser Doing a Good Job for You?
If your meetings focus only on investment returns, that’s a problem. These 10 questions can help you determine if your financial adviser is being lazy.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
When Saving for Retirement, Persistence Pays Off
Making a retirement savings plan and sticking with it can help cushion the blow when market downturns inevitably happen.
By David C. Treece, Investment Adviser Representative Published
Congratulations on Your Retirement: Here's How to Find Your Joy
Knowing how you want to spend your time in retirement and having a sense of purpose can prevent you from feeling unmoored and isolated.
By Erin Wood, CFP®, CRPC®, FBSⓇ Published
Raising Grandkids? Five Financial Considerations
Keeping your personal finances and your retirement on track will be more difficult, but having a financial plan and tapping available resources, among other things, can help.
By Stephen B. Dunbar III, JD, CLU Published