FIRE After 50? Yes, You Can. Here's 4 Misconceptions About Retiring Early.

  Achieving financial independence to retire early means forging a new path. Members of what’s known as the FIRE (Financial...
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MarketWatch

There's a Hidden Cost To Your Big Tax Refund

  The truth is that a tax refund is simply your own money, which you earned throughout the year, being paid back because you had...
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Yahoo! News

The Secure Act Requires Your 401(k) Statement to Show Monthly Retirement Income. You Could Be in for a Surprise.

  A small provision in the Secure Act, signed into law in December to help Americans save for retirement, aims to remove some of...
Written by
Barron's

IRS Issues New Tax Season Warning: This Easy Step Could Prevent Data Theft

  But the IRS does have a solution and it’s a sound one already used by many individuals and firms: multi-factor authentication....
Written by
Forbes

There's Nearly $100 Billion in Missing Money, and It's Easier Than Ever to Claim. Here's How.

  Now, thanks in large part to technology that makes it easier for people to file claims and to confirm identities in simple...
Written by
Barron's

The Best Diners in America

  For pilgrimage-worthy breakfasts, late-night hangs, and one-of-a-kind regional dishes, look to these classics. Whether you grew...
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Food & Wine

Got a Big Raise? Increase Your Retirement Savings Now or You Might Pay Later.

  According to a new report by Morningstar, most workers continue to fund their retirement-savings accounts at the same rate...
Written by
Barron's

Meet the New IRS Tax Form Specially Designed For People 65 and Older

  Congress required the IRS to develop a new form that was simpler and easier for senior taxpayers. For the 2019 tax year, your...
Written by
MarketWatch

The Stretch IRA Strategy Is Largely Gone. Here Are 5 Alternatives to Consider.

  Passage of the most sweeping retirement legislation in more than a decade means certain beneficiaries can no longer take...
Written by
Barron's

17 States That Will Gain or Lose Electoral-College Votes After the 2020 Census

  According to Election Data Services, at least 17 states will likely gain or lose seats—and electoral college votes—after the...
Written by
Kiplinger

Tools & Resources

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White Paper

7 Considerations When Presented an Employee Buyout

Alternatives and the effects on your long-term financial plan should you accept an employee buyout.

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Tools

Long Term Care Calculator

How much will your long term care be?

Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan

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Free Resource

Here Are Five Things to Know About Cash Balance Plans

A Cash Balance Plan can help get you on the fast-track to a comfortable retirement

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