Financial Wellness Center

 

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Jul 31, 2023 8:31:04 AM

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt...

LGBTQ+ Friendly Investing
LGBTQ+ Friendly Investing
Jun 1, 2023 11:30:00 AM

Key Takeaways Investing allows you to support companies and causes that share your values, including LGBTQ+ friendly ini...

Staying Focused on Retirement in Times of Volatility
Staying Focused on Retirement in Times of Volatility
Mar 21, 2023 2:57:00 PM

Getting ready for retirement involves more than just calculating how much you will need and the rate you can draw down y...

Should You Consider Tax-Loss Harvesting?
Should You Consider Tax-Loss Harvesting?
Jan 18, 2023 12:59:00 PM

Stock market losses can be rough on your portfolio's bottom line, but they may also offer the potential to reduce your t...

Should You Pay Off Your Mortgage or Invest?
Should You Pay Off Your Mortgage or Invest?
Jan 10, 2023 12:53:00 PM

Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off m...

When Should Young Adults Start Investing for Retirement?
When Should Young Adults Start Investing for Retirement?
Nov 17, 2022 12:20:00 PM

As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on th...

Consider a Bond Ladder for Rising Interest Rates
Consider a Bond Ladder for Rising Interest Rates
Sep 8, 2022 11:39:00 AM

After dropping the benchmark federal funds rate to a range of 0%–0.25% early in the pandemic, the Federal Open Market Co...

Finding Forgotten Funds
Finding Forgotten Funds
Aug 17, 2022 1:30:00 PM

As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was un...

Passive, Active, or Both?
Passive, Active, or Both?
Aug 9, 2022 12:30:00 PM

Index funds, which try to match the performance of a particular market index, have drawn increasing interest from invest...

Inflation Protection for Investment Dollars
Inflation Protection for Investment Dollars
Jul 12, 2022 12:56:00 PM

For the 12-month period ending in May 2022, the Consumer Price Index for All Urban Consumers (CPI-U) — the most widely u...