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Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement. Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are,...
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio. Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors...
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you. Medicare Part C is not a separate benefit. Part C is the part of Medicare law that allows private health insurance companies to provide Medicare...
UPDATED: Women And Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their ability to fully retire with a...
Updated: What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses. Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to...
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works. Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited budget. Here’s how it works: When a policyholder buys term insurance, they...
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education. One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the median home price in the U.S. was $417,700...
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio. A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash equivalents and short-term...
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers. A recent survey found that 18% of workers are very confident about having enough money to live comfortably through their retirement years. At the same...