ARTICLES


  • Women: Living in the Sandwich Generation

    Women: Living in the Sandwich Generation

    Jeanne Mraz |
    • Savvy Women
    • Individual Retirement
    | 2/17/2017
    "Sandwich generation" - a group loosely defined as people in their 40s to 60s who are "sandwiched" between caring for children and aging parents. How do you navigate this challenging time in your life?
    Read more
  • Playing Catch-Up with Your 401(k) or IRA

    Playing Catch-Up with Your 401(k) or IRA

    Bryan Schumacher |
    • Individual Retirement
    | 1/31/2017
    A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Are you one of the other 76%?
    Read more
  • Closing a Retirement Income Gap

    Closing a Retirement Income Gap

    Dan Gibson |
    • Personal Investment
    • Individual Retirement
    | 1/26/2017
    What are you supposed to do if you're approaching retirement age and realize you don't have enough saved? Let us explain.
    Read more
  • Identify all of your company’s retirement plan fiduciaries

    Identify All of Your Company’s Retirement Plan Fiduciaries

    Sean Cote |
    • Business Retirement
    | 1/18/2017
    Your company probably offers an employee retirement plan. If so, it’s a critical risk management step to know who has fiduciary status and the associated liability.
    Read more
  • have questions about investing with impact?

    Have Questions About Investing With Impact?

    Teresa Brooks |
    • Savvy Women
    • Personal Investment
    • Individual Retirement
    | 1/11/2017
    Where do today’s investors go when searching for competitive investment returns through traditional financial analysis, but enhanced with consideration of their values? The answer is Socially Responsible Investments (SRI).
    Read more
  • What It Means to Be a Financial Caregiver for Your Parents

    What It Means to Be a Financial Caregiver for Your Parents

    Jeanne Mraz |
    • Women Of Sva
    • Trust and Fiduciary
    • Personal Investment
    • Individual Retirement
    | 1/5/2017
    If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.
    Read more
  • what is socially responsible investing

    What is “Socially Responsible Investing”?

    Tammy Parks |
    • Savvy Women
    • Personal Investment
    • Individual Retirement
    • Financial Planning for Physicians
    | 12/21/2016
    Do you know what socially responsible investing is? Learn more here.
    Read more
  • Workers Age 50 and Up: Boost Retirement Savings Before Year End with Catch-Up Contributions

    Workers Age 50 and Up: Boost Retirement Savings Before Year End with Catch-Up Contributions

    Peter Jelacic |
    • Individual Retirement
    • Personal Investment
    | 12/15/2016
    Are you 50 or older and feel like you haven't contributed enough to your retirement plan? Here are some options that will help you play catch-up.
    Read more
  • pretax roth or after-tax contributions which should you choose

    Pretax, Roth, or After-Tax Contributions: Which Should You Choose?

    Kurt Krumholz |
    • Individual Retirement
    • Financial Planning for Physicians
    | 12/9/2016
    If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?
    Read more
  • are you ending 2016 healthy wealthy and wise

    Are You Ending 2016 Healthy, Wealthy, and Wise?

    Christopher Thomas |
    • Financial Planning for Physicians
    • Individual Retirement
    • Personal Investment
    | 11/29/2016
    Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.
    Read more

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