60 Day Rollover Rule: What You Need to Know

If you have a retirement account set up and you’re making regular contributions, that’s great! There may come a time when you need to move these retirement savings from one […]

Mixed Signals on Inflation

Are you having a tough time keeping track of inflation’s mixed signals? You’re not alone. Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, […]

5 Ways a Roth IRA Can Help Minimize Your Taxes in Retirement

1. Tax-Free Withdrawals Money that goes into a Roth IRA is after-tax dollars. Because you’ve already paid taxes on that money, once it is withdrawn, it comes out tax-free. There […]

Spotting Credit Trouble

American households with credit card balances carry an average debt of $8,602.1 The wise use of credit is a critical skill in today’s world. Used unwisely, credit can rapidly turn […]

How Much are you Contributing to Your Retirement?

Do you know what the contribution limits are for your specific type of retirement account? Knowing these limits will help you make the maximum contributions without exceeding those limits and […]

Getting a Head Start on College Savings

The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about $285,000.1 That’s roughly equivalent to the […]

Rebalancing Your Portfolio

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may […]

Pay Yourself First

Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of […]

Preparing For Tax Season

Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and […]

How Retirement Spending Changes with Time

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some […]