News & Insights

RMD or Not RMD? These are the Questions

With many retirees owning a mix of 401(k), 403(b), Traditional, Roth, SIMPLE- and SEP-IRA accounts, figuring out Required Minimum Distributions can be a head-scratching challenge.  

Charitable Giving and the New Tax Laws: What You Need to Know

For many taxpayers, the new laws actually offer better incentives to give more. 

401(k) Loans: The Option of Last Resort

As tempting as it may seen, borrowing from your retirement savings bank is rarely a good way to solve a financial crisis.  

Six Common Social Engineering Scams and How to Avoid Them

The Internet has made it easier than ever for scammers and criminals to exploit people's emotions.  

Ten Common Misconceptions About Financial Aid

Don't let these myths discourage you from applying.

Debunking Five Common Sales Myths about Long Term Care Insurance

Research the facts before you buy a policy to make sure you're not swayed by unsubstantiated sales pitches. 

What Should You Do with a Sudden Windfall?

It's important to consider how sudden wealth--either expected or unexpected--could present both financial opportunities and challenges.  

Health Savings Accounts: Easing the Sting of Rising Medical Costs

The increasing use of high-deductible plans are making HSAs a tax-advantaged savings option people can no longer afford to ignore.  

Pain at the Pump: What's Driving Higher Gas Prices

Americans are spending $69 more per month on gas this summer than last summer. And don't expect big price drops anytime soon.  

Five Ways to Avoid or Minimize Probate

Bypassing probate enables your estate to go to your beneficiaries without any court proceeding, potentially saving time and expenses.