Financial Wellness Center

 

New Life for Your Old Insurance Policy
New Life for Your Old Insurance Policy
Sep 12, 2023 10:55:00 AM

Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you've retired,...

Four Key Objectives of a Sound Retirement Plan
Four Key Objectives of a Sound Retirement Plan
Aug 24, 2023 10:49:00 AM

A sound retirement plan should be based on your particular circumstances. No one strategy is suitable for everyone. Once...

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...

SECURE 2.0 Act Expands Early Withdrawal Exceptions
SECURE 2.0 Act Expands Early Withdrawal Exceptions
May 5, 2023 1:54:00 PM

Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings an...

Financial Anxiety by Generation
Financial Anxiety by Generation
May 3, 2023 1:17:00 PM

A study of financial capability found that older Americans were significantly less anxious about personal finances than ...

April is Financial Literacy Month: Rules of Thumb for Your Finances
April is Financial Literacy Month: Rules of Thumb for Your Finances
Apr 3, 2023 2:55:00 PM

During financial literacy month, take some time to check in on your finances and see how crucial areas of your finances ...

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...

Why Women Should Invest for Retirement—and Not Just in a 401(k)
Why Women Should Invest for Retirement—and Not Just in a 401(k)
Mar 17, 2023 2:11:00 PM

Investing in your employer-sponsored retirement plan is an essential part of saving for retirement, but it is only one p...

Women & Retirement: Strategies to Secure Your Future
Women & Retirement: Strategies to Secure Your Future
Mar 3, 2023 3:00:00 PM

Women’s History Month has its origins as a national celebration in 1981 when Congress passed and authorized a resolution...

Retirement Age Expectations vs. Reality
Retirement Age Expectations vs. Reality
Feb 22, 2023 12:53:00 PM

Workers typically plan to retire much later than the actual age reported by retirees. In the 2022 Retirement Confidence ...