Accounts for Two: A Team Approach to Retirement Savings
Nearly half of U.S. families are headed by two working spouses, often with separate accounts. Even with individual portfolios, couples can benefit from a joint strategy to maximize employer matches, diversify investments, and take advantage of spousal IRA contributions.
More Than Money: The Emotional Journey of Retirement
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics like retirement.
A Decade of Impact: ABLE Accounts Transform Savings for Individuals with Disabilities
A decade ago, the ABLE Act was signed into law, creating a way for individuals with disabilities to save for their future without losing eligibility for vital federal benefits. Learn more about these accounts and what changes are on the horizon:
College Costs for 2024-2025 March Higher
College costs are on the rise! Discover key 2024–2025 trends, insights into net price calculators, and what the FAFSA delays mean for you.
Gifting with Purpose: Maximize the Impact of Your Gifts
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.
Zombie Debt: Is It Coming for You?
Old, often expired debts are being revived by collection agencies, targeting consumers with aggressive tactics. Want to protect yourself? Know your rights and get practical tips on handling these debt scavengers
Beyond Inheritance: The Executor’s Essential Role in Settling an Estate
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and estate planning attorney Arun Gupta to break down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor.
Can You Access Your Retirement Plan Money After a Disaster?
If you’ve been impacted by Hurricane Helene, Hurricane Milton, or any recent federally declared disaster, it may be easier than you think to access your retirement savings for recovery. Learn about penalty-free disaster recovery distributions and plan loans from retirement accounts.
Is Your Retirement Plan on Track? How to Know in Your 40s and 50s
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan.
FAFSA for 2025-2026 School Year Opens December 1
The FAFSA for the 2025–2026 school year will open on December 1. From understanding the Student Aid Index to creating your FSA ID, we’ve got tips to help you navigate the process smoothly.