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Back to School Month

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Back to School Month

As summer draws to a close, here are a few tips to help you get financially prepared for the school year.

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4 Challenges During Retirement

Infographics

4 Challenges During Retirement

No matter how well-prepared you may feel for life in retirement, none of us is immune to the challenges presented by market volatility, rising taxes and inflation and longevity.

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4 Challenges During Retirement

Blog

4 Challenges During Retirement

No matter how well-prepared you may feel for life in retirement, none of us is immune to the challenges presented by market volatility, rising taxes and inflation and longevity. Fluctuations in the financial markets, interest rates and the value of the dollar affect the price of the goods and services you use, which in turn has a direct impact on your wallet. The good news is that with proper planning you can develop strategies to minimize the following risk factors that threaten to erode your income in retirement. Click here to open fullscreen

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How to Live a Steve Jobs Life—On Your Own Terms

Blog

How to Live a Steve Jobs Life—On Your Own Terms

Published by Scott Ford “If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at Stanford in 2005, after his diagnosis with the pancreatic cancer:

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Living in Retirement: A Guide to Maintaining Financial Health and Independence in Retirement

Resources

Living in Retirement

Making the most of your years in retirement also requires a sense of financial well-being—the knowledge that you won’t outlive your assets or create a financial burden for children or other loved ones. In this guide, learn how to minimize risk factors, the three stages of spending and what you can do to reduce your financial stress and anxiety.

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Who Wants To Be A 401(k) Extraordinaire?

Videos

Who Wants To Be A 401(k) Extraordinaire?

Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips others have followed to maximize their 401(k) retirement plans. Contact us regarding your 401(k) retirement plan.

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The Family Budget: Financial Empowerment at Your Fingertips

Resources

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.

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5 Factors to Consider Before Investing in an ETF

News

5 Factors to Consider Before Investing in an ETF

There are now over 1,600 exchange-traded products available to investors, and total assets are quickly approaching $2 trillion. Traditionally, the primary way an investor could get access to a diversified portfolio of stocks was through a mutual fund. But today, many of these investment products mirror the overall market, providing very little differentiation.

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Debbie was quoted in The Wall Street Journal: Pimco Pulls Out of Stock Strategies

News

Debbie was quoted in The Wall Street Journal: Pimco Pulls Out of Stock Strategies

Pacific Investment Management Co. said it would exit from two of its equity strategies and say goodbye to its chief investment officer of global equities, the latest setback for the bond behemoth’s long-running effort to expand in the world of stock-fund investing.

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Understanding 529 Plans

Infographics

Understanding 529 Plans

Named after Section 529 of the Internal Revenue Code, 529 plans are investment accounts used to pay for a beneficiary’s college expenses and are usually opened many years before the beneficiary reaches college age. Check out this infographic for some interesting statistics about 529 Plans.

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