Insights

Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it.

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.

Developing and offering a 401(k) plan for your employees is no easy feat, but working with a trusted advisor can take some stress off your shoulders.

You know you need to start preparing now for a peaceful retirement, but sometimes it's hard to know where to start. If you're uncertain about your next steps, here are 6 things to start doing differently right now.

If you plan to retire soon, the economic downturn of 2020 could harm your Social Security benefits. Having multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.

Think that your 2020 tax situation is written in stone? Think again.

Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.

Some plan providers are offering cryptocurrency as a part of their 401(k) offerings. If you're weighing this option for your business, here's what to consider first.

As a small business owner, offering a 401(k) is a great incentive for attracting and retaining employees. Get started by following these 3 important steps.

If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.

Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.

Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.

Walmart corporate officers and highly compensated salaried associates are eligible to take part in a Deferred Compensation Matching Plan (DCMP).

PEPs and MEPs both offer retirement options to smaller businesses, but what are the differences between them? Here's your guide to understanding the benefits and restrictions, so you can decide which plan works best for your business.

Today's educators are juggling in-person classes, virtual learning and staying sane while teaching children during a pandemic. If you're an educator, take some time to review your retirement plan while there's still time to strategize and save.

The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.

Your employee benefits are a significant part of your total compensation. Far too many people don't maximize them.

Annuities can bring you guaranteed income in retirement - but should you wait until retirement age to purchase one?

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.