Keeping You Informed 

January is time for resolutions. It's time to check-in with your financial strategy and define your financial wellness goals. Here are six things you need to consider.

Your required minimum distribution "RMD" is the minimum amount you must withdraw from your combined retirement account balances each year. You generally have to start taking withdrawals from your IRA, SEP IRA, SIMPLE IRA of other retirement plan accounts when you reach age 72 (70½ if you reached age 70½ before January 1, 2020.)

The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

The IRS has announced the 2022 retirement plan contribution limits. The Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.

Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.

Depending on who your employer is, you may not have access to common retirement plans like 401(k)s. Here's a breakdown of 403(b) and 457 plan options to help you strategize for retirement.

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.

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.

As a child, my dad always made a point to try to teach me lessons about money, law and practical life skills. He also taught me duct tape can fix just about everything. One lesson that stuck with me, because is constantly repeated it, was the "Rule of 72". I'm not exactly a "rule of thumb" person but the Rule of 72 is knowledge he passed on that I use almost daily. When it comes to saving for retirement, the power of compounding interest should never be underestimated. And as a responsible investor, it can be helpful to know how long it would take to double your investment at a fixed rate of return. The Rule of 72 can be used as a quick rule of thumb to help determine this answer.

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.

Inflation can have a detrimental effect on retirement savings. However, there are several approaches you can take to protect your retirement from inflation. Here's how.

Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.

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

Hindsight is 20/20, and there are ways in which everyone wishes they would have handled their money differently in the past. Here are a few things we wish our younger selves knew when it came to building a portfolio.

Business transition planning can often be one of the most overlooked sources of retirement income for small business owners. Here are 5 tips to consider when creating your transition strategy.

When deciding who should handle your finances, it's important to find the best advisor for your unique situation. These 6 questions can help your search go smoother.

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.