How to Recover from a Market Crash if You’re Retired
If you're retired, a market crash is cause for concern. Here are 4 things you can do to help make positive financial decisions in the wake of a market downturn.
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Is a Lump-Sum Social Security Payment Right For You?
You may be past full retirement age, but did you know you can undo the decision to delay your benefits? A lump-sum payment may be right for you if you're suddenly in need of cash.
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Retirement Plan Trends: How Choppy Markets Highlight Additional Needs
We’re in the midst of a challenging time. The spread of the coronavirus threw the markets into a period of choppiness not likely to stop anytime soon (discussed in greater detail below). As we work to help participants and fiduciaries to navigate their investments, we also want to keep our eye on longer term trends […]
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Lessons From Litigation: Trio of Recent Cases Highlights Ongoing Issues
Fiduciaries have had a lot of opportunities to learn more about their responsibilities over the past several years. We’re now more than eight years past the settlement in Wal-Mart v. Braden, more than seven years past the effective date of the 408(b)(2) regulations and the initial award of damages in Tussey v. ABB, Inc., and nearly five years removed from the United States Supreme Court’s Tibble v. Edison Int’l opinion. Moreover, the last several years of developments occurred against the backdrop of the on-again, off-again Department of Labor fiduciary rule. Yet a trio of recent 401(k) […]
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Finances for Freshman: How to Prepare Your Kids for Financial Responsibility When Entering College
As your child heads off to college, set some time aside to help your kid understand the financial implications their first step into freedom and independence will likely have.
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Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First
While an investment advisor can be helpful in any situation, hiring one is definitely more necessary when you have complex issues and questions to sort out.
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Where Will You Live In Retirement?
Retirement is a momentous chapter in your life and deciding where to spend it should be equally exciting.
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5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
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