Reading Time: 2 minutes Seventy-two percent of couples believe they communicate well about finances. However, only 43% report making investment decisions for retirement jointly, and 45% make day-to-day financial decisions jointly. Forty-seven percent of couples...
Reading Time: 6 minutes The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it’s even more important, since the mix of various types of investments accounts for most of the ups and...
Reading Time: 2 minutes Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help...
Reading Time: 3 minutes If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, imagining your eventual transition into retirement may not be easy. Yet, if you want to build personal...
Reading Time: 2 minutes After years of investing for retirement and other goals, you may have accumulated a substantial portfolio. If you’re approaching or already enjoying retirement, there are important steps that you can take to help ensure that your...
Reading Time: 3 minutes When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to estate tax...
