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Beneficiary Check-UP

Beneficiary Check-UP

When is the last time you checked the beneficiaries of your 401(k) account? 

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Protecting Yourself From Identity Theft

Protecting Yourself From Identity Theft

Phishing, the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information such as passwords and credit card numbers, was recently reaffirmed as the "biggest cybersecurity threat in 2018." 

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189 Hits

Five (Easy) Steps to Setting Up a 401(k)

Five (Easy) Steps to Setting Up a 401(k)

Have you been meaning to enroll your company's 401(k) but keep putting it off? 

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329 Hits

8 Financial New Year's Resolutions For 2018

8 Financial New Year's Resolutions For 2018

Looking to increase your financial fitness in 2018? 

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247 Hits

Identity Theft Tips

Identity Theft Tips

 To prevent/minimize the impact of data breaches and identity theft:

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397 Hits

How Index Funds Trim your Tax Bill

How Index Funds Trim your Tax Bill

Here’s a plus for passive investingover active: lower taxes.

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641 Hits

TWM Video for your college Graduates


378 Hits

5 Time-Tested Tactics to save for Retirement

5 Time-Tested Tactics to save for Retirement
By the Editors of Kiplinger's Personal Finance

Follow our stategies to achieve financial Security, then reap the rewards.
 

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525 Hits

401k Participants Look to Lotto Winners for Withdrawal Advice

401k Participants Look to Lotto Winners for Withdrawal Advice

All who chose annuitized payment happy with their choice

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560 Hits

Shocker! (Not): 401k Participants Want Help With Rollovers

Shocker! (Not): 401k Participants Want Help With Rollovers

 

Eight in 10 DC plan participants talk to an advisor

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433 Hits

A Wellness Check for your Retirement Plan

A Wellness Check for your Retirement Plan
By Christine Benz | 01-19-2017 

Christine Benz shares the keys to determining if your retirement plan is on track.

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836 Hits

How to Prioritize Retirement Savings

How to Prioritize Retirement Savings

Take a step back and look at your household balance sheet to make sure your savings dollars are generating the highest return, says Morningstar's Christine Benz.

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746 Hits

Fund Focus VEA

Fund Focus VEA

The FTSE 100 Index, which is composed of the 100 largest companies listed on the London Stock Exchange is at a higher level now than during BREXIT. Click Here to check out the performance of the Vanguard FTSE Developed Markets ETF (VEA)

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878 Hits

Why is it so important to Save for Retirement?

Why is it so important to Save for Retirement?

Why is it so important to save for retirement (Part 1)?  Life Expectancy is a big reason.  In addition to Social Security benefits (more to come on this next month), your investment portfolio is likely to be your most significant source of financial support in retirement.  Naturally, the longer you live, the more financial support you will need and people do continue to live longer.  The following chart uses information from the Social Security Administration to compare the probability of living to a specific age for someone born in 1950 versus 1990.  

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No Social Security COLA could mean increased Medicare premiums

No Social Security COLA could mean increased Medicare premiums

The absence of significant inflation, driven by gas prices which are substantially lower than a year ago, means bad news in 2016 for those who receive Social Security benefits - there will be no cost-of-living adjustment, or COLA.  In an unintended consequence, Medicare premiums could also rise for many. 

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2126 Hits

Using the Ascensus Retirement Calculator

Using the Ascensus Retirement Calculator

Are you on track to reach your retirement goals?

Those that fail to plan, plan to fail. We all know the old adage, but finding the time to sit down and create a retirement income plan can be daunting, and about as exciting as a trip to the dentist. Fortunately, Ascensus offers Retirement Calculator on their website which takes the pain out of the process. This tutorial will answer common questions that arise while competing the tool.

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1229 Hits

What Can You Control?

What Can You Control?

Theoretically, the best investor is the one with a crystal ball – one who can see the future and capitalize on it.  In the absence of such a magical device, smart investors focus on what they can control to gain an advantage over other investors.

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1818 Hits

What Can You Control?

What Can You Control?

Theoretically, the best investor is the one with a crystal ball – one who can see the future and capitalize on it.  In the absence of such a magical device, smart investors focus on what they can control to gain an advantage over other investors.

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1136 Hits

Why Boomers Should Review Their 401(k) Allocations Now

Why Boomers  Should Review Their 401(k) Allocations Now

The good news is that 401(k) contributions have increased, according to Fidelity Investments’ most recent quarterly retirement savings analysis based on data from the 401(k) and individual retirement accounts (IRAs) it manages. The bad news is one glaring problem for Baby Boomers; the asset allocation of their 401(k)s is drastically out of balance.

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1016 Hits

Renting Out a Second Home

Renting Out a Second Home

Considering renting your second home for income?  Make sure you give it sufficient thought and discuss with your financial advisor...

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1949 Hits

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Thinking Aloud Blog

Investing a lump sum of money comes down to the question of your tole...

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