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Financial Planning89 Articles
Tue, Apr 23, 2024
AI & The Stock Market: What Investors Need to Know
Advancements in tech continue to create waves in the market. Here’s how your portfolio could potentially be impacted.
Tue, Apr 16, 2024
Your Complete Guide to 529 Plans
Recent rule changes for 529 plans give investors more incentives and flexibility. We break it down for you here.
Tue, Apr 9, 2024
Retirement Planning for Spouses with an Age Difference
Couples with a significant age gap may have to plan for effectively two retirements. Here are the things to consider.
Tue, Mar 26, 2024
Tax Credits vs. Tax Deductions: What’s the Difference?
Get the lowdown on exemptions, above-the-line deductions, refundable vs. nonrefundable credits, and savings you might not have considered.
Tue, Feb 6, 2024
Could an In-Service Distribution Be a Good Idea for You?
You might not have to wait until you’re retired to start withdrawing funds from your employer-sponsored retirement account. Is it a smart idea? Discover the potential benefits and drawbacks.
Tue, Jan 16, 2024
Should I Pay Off My Mortgage Early or Invest More for Retirement?
Extra money certainly isn’t the worst problem to have. But when you have a new lump sum, or extra wiggle room in your budget, you’re faced with tough choices – especially if you have a mortgage. Is it smarter to invest your extra cash, or pay down your debt?
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.