Consolidated Omnibus Budget Reconciliation Act of 1985

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Laid Off With a Severance Package? Here’s How to Make a Plan

Gathering all the relevant information and staying organized is key, as is getting your financial team involved. Here are five financial planning tips to help.

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  Rising Health Care Costs and the Impact on Soon-to-Be Retirees

  retirement planning The time to plan for your health care in retirement is years before you actually retire.

  By Julie Virta, CFP®, CFA, CTFA Published 29 May 22

  retirement planning
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  Pandemic Aid That’s Still Available

  health insurance Broad-based stimulus checks and the like are over, but some people still qualify for help.

  By Elaine Silvestrini Published 13 September 21

  health insurance
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  3 Ways Early Retirees Can Minimize Their Health Insurance Costs

  health insurance Until you can go on Medicare, you’ll need health insurance on your own, and of course that can be pricey. Subsidies through the Affordable Care Act can be a big help, but you need to manage your income to qualify. Here are three tips to help make that happen.

  By Brady Bellue Published 24 August 21

  health insurance
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  How to Prepare for Early Retirement

  retirement planning COVID-19 has forced us to look closely at many areas of our life, including our plan for retirement. As this pandemic continues with new variants of the Coronavirus, some people nearing retirement are looking at this time of uncertainty as an opportunity to leave the workforce.

  By Tony Drake, CFP®, Investment Advisor Representative Published 15 August 21

  retirement planning
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  When It’s Time to Drop Your Parents’ Health Insurance

  Starting Out: New Grads and Young Professionals Thanks to the Affordable Care Act, the uninsured rate for twenty-somethings has plummeted.

  By Emma Patch Published 29 July 21

  Starting Out: New Grads and Young Professionals
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  You Got That New Job: Now It’s Time to Make the Right Financial Choices

  careers Young professionals are on the move. If you’ve made a switch or have one on the horizon, follow this checklist to keep your finances on track.

  By Jalen Randolph, MBA Published 8 June 21

  careers
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  The Consequences of Gray Divorce

  Divorce Divorce has financial consequences for everyone, no matter what your age. But for those 50 and up, there are some special circumstances that make divorce more complicated and potentially more costly.

  By Kara Duckworth, CFP®, CDFA® Published 1 May 21

  Divorce
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  Early Retirement Means Finding Health Insurance Before Medicare

  Making Your Money Last Cover the gap with health insurance before you're eligible for Medicare enrollment.

  By David Rodeck Published 20 November 20

  Making Your Money Last
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  Managing Your Money in an Uncertain World

  retirement planning As you return to work after being away due to the COVID-19 pandemic, there are some financial basics you need to make sure you have covered.

  By Josh Sailar, CFP®, CPFA Published 19 October 20

  retirement planning