How to Boost Retirement Savings with Alternative Income Streams
Exploring entrepreneurial opportunities and side hustles to boost retirement savings in mid-to-late career.
Tariff Turmoil or Economic Signal? The Makings of a Stock Market Correction
On March 13, 2025, the S&P 500 Index landed in correction territory after a swift three-week drop of more than 10% from its February 19 record high. The NASDAQ index suffered an official correction a week earlier, having fallen over several months from its most...
Building a Multi-Generational Retirement Strategy
A multi-generational retirement strategy involves accounting for various time horizons, from immediate retirement needs to long-term legacy goals.
Balancing Retirement Savings and Other Financial Goals
Finding the right balance between retirement saving and funding other major life expenses can be a delicate dance.
Fixed Annuities: The Cornerstone of Predictable Retirement Income
Despite their increasing popularity, few Americans know how annuities work or when using one could benefit their financial plans. Four out of five American adults (79%) still struggle to identify the correct definition of an annuity. Think of annuities as the steady rocks in the...
8 Financial Lessons from Great Presidents
Presidents’ Day is a time to honor the leaders who have shaped the history of the United States. While much of the focus is on their leadership in politics, war, and diplomacy, many of our Presidents’ also demonstrated financial wisdom that can serve as timeless...
Financial Resilience Helps Handle Life’s Curveballs
Financial resilience helps you to navigate and overcome life's unexpected challenges and build a stronger financial safety net
The Social Security Fairness Act Increases Benefits for Millions
Under the Social Security Fairness Act signed by President Biden on January 5, 2025, almost 3 million Americans will receive a boost to their Social Security benefits.1 This bill, which had bipartisan support, restores full Social Security benefits to some public-sector employees, including teachers, law...
Balancing Retirement Savings and Other Financial Goals
Balancing retirement savings and other financial goals can be a delicate dance.
How to Review and Adjust Your Investment Portfolio for the New Year
Start 2024 by rebalancing your investment portfolio & aligning your strategy with your financial goals.