Financial Wellness Center

How Life Insurance Could Help Mitigate Taxes in Retirement

Higher taxes could follow in the wake of soaring government spending on pandemic relief measures — a likelihood that shi...

Financial Planning for Domestic Partners

What legal issues do you face? As an unmarried couple, you lack many of the protections and benefits the law extends to ...

Financial Planning for Adoptive Parents

Adoptive parents need to be concerned with special financial planning issues that arise when a child is added to their f...

Managing Finances as a Married Couple

Marriage is an important step in anyone's life and brings many challenges with it. One of those challenges is the manage...

[CALCULATOR] How Do Taxes and Inflation Impact My Investment Return?

Rising Premiums

  Approximately 157 million Americans are covered by employer-sponsored health insurance. From 2010 to 2020, premiums in...

Two Decades of Inflation

After being largely dormant for the last decade, inflation roared back in 2021 due to various factors related to the pan...

Inflation Cuts into Wage Gains

Driven by labor shortages, median hourly wages increased at an annual rate of 5.2% in December 2021, the highest level s...

Key Retirement and Tax Numbers for 2022

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retire...

ETFs Are Gaining on Mutual Funds: Here's Why

Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some attractive features that...