Retirement

Latest Articles

• What to do if you lose your 401(k) employer match

  Lost your 401(k) match? Then it may be time to reassess your financial picture.

  6 min read Sep 22, 2022

  

• 8 retirement investing mistakes to avoid

  A financially secure retirement won’t just happen to you. Craft a carefully considered plan and stick to it.

  7 min read Sep 22, 2022

  

• What to do when you’re the executor of an estate

  Handling the affairs of a deceased loved one doesn’t have to be overwhelming.

  4 min read Sep 21, 2022

  

• A complete guide to SEP IRAs: Why those who are self-employed should take a look

  The SEP IRA is designed for simplicity — especially if you own your own business.

  6 min read Sep 21, 2022

  

• Annuity vs. IRA: What’s the difference?

  Not sure about the difference between an annuity and an IRA? We’ll tell you what you need to know.

  4 min read Sep 16, 2022

  

• Leaving a legacy: Why everyone needs an estate plan

  Establishing an estate plan can help you prepare for the future and leave a legacy for the people you love.

  8 min read Sep 15, 2022

  

• What is a beneficiary?

  The beneficiary is typically a person, but it could be any number of individuals as well as other entities.

  5 min read Sep 14, 2022

  

• What is a deferred annuity?

  Despite its advantages, a deferred annuity has some clear drawbacks, some of which are substantial.

  6 min read Sep 14, 2022

  

• What is a charitable trust?

  Looking to help out a great cause while also gaining a number of key advantages? Here’s how a charitable trust works.

  4 min read Sep 13, 2022

  

• Evaluating an early retirement offer: What to consider before accepting one

  Here are some of the key things you need to know to make the best choice possible for yourself.

  8 min read Sep 08, 2022