Financial Wellness Center

 

Continuing Care Retirement Communities: Aging in Place
Continuing Care Retirement Communities: Aging in Place
Dec 14, 2021 10:35:00 AM

Do you sometimes think about what your life will be like when you retire? Most people imagine living independently in co...

Aging in Place with Home Modifications
Aging in Place with Home Modifications
Dec 13, 2021 10:38:00 AM

Most people would like to remain in their homes as they grow older. In order to make aging in place a reality, however, ...

Retirement Income: 401(k) and Other Employer-Sponsored Retirement Plans
Retirement Income: 401(k) and Other Employer-Sponsored Retirement Plans
Dec 7, 2021 10:48:00 AM

During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s or other workpla...

Should You Speed Up Your Retirement Plans?
Should You Speed Up Your Retirement Plans?
Nov 15, 2021 12:03:00 PM

  According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Secu...

2022 Retirement Contribution Limits
2022 Retirement Contribution Limits
Nov 5, 2021 12:28:00 PM

On November 4, 2021, the IRS announced cost of living adjustments changing dollar limitations for pension plans and othe...

What is the Roth 401(k) five-year rule?
What is the Roth 401(k) five-year rule?
Oct 21, 2021 12:46:00 PM

Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin r...

Social Security lessons
Social Security lessons
Oct 18, 2021 10:13:00 AM

Social Security lessons According to Nationwide’s 8th Annual Social Security Consumer Survey, more than half of American...

Women in the COVID-19 Economy
Women in the COVID-19 Economy
Sep 15, 2021 1:36:00 PM

The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the p...

Company Stock and Your Retirement Strategy
Company Stock and Your Retirement Strategy
Sep 7, 2021 1:49:00 PM

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee b...

Changing Jobs? Know Your 401(k) Options
Changing Jobs? Know Your 401(k) Options
Aug 30, 2021 1:52:00 PM

If you are changing jobs, or you’ve lost your job, you may be wondering what to do with your 401(k) plan account. It’s i...