Establishing an Employer-Sponsored Retirement Plan
In this Small Business Minute video, Scott Brown, CFS®, Senior Consultant, Retirement Services, discusses the benefits of offering a company-sponsored retirement plan for your employees.
Can Creditors Take Your Retirement Savings? It Depends
A failed business, a contemptuous divorce, or even a disability—all could cause devastating financial issues. Can a creditor come after your retirement savings? We answer in our Financial Tip.
Failure to Plan Could Result in a Failure in Retirement
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, to take a closer look at a couple who realized that it is possible to fail at retirement. Justin and K.C. highlight some of the mistakes and pitfalls retirees make that could derail their financial security in their golden years.
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
Corporations sell bonds to finance operating cash flow and capital investment. Corporate bonds usually offer higher interest rates—and are subject to more risk—than U.S. Treasury securities with comparable maturities. Investors who rely on corporate bonds for retirement income, or to help temper the effects of stock market volatility, should consider the degree of risk they are willing to accept in their bond portfolios.
Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover
You’ve moved on to greener pastures, but what should you do about the money in your old employer’s retirement plan? We weight the pros and cons of a IRA rollover.
How Well Do You Understand Retirement Plan Rules?
Take this 4-question quiz to see if you understand retirement plan rules.
Old 401(k) Plans—You Have Four Choices
The “Money Talks” Experts team up to advise an investor who is managing three separate 401(k) accounts at former employers.
Should I contribute to the traditional 401(k) or the Roth 401(k)?
In this episode of Planning Priorities, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains the different tax treatment of the options in your 401(k) plan and how to determine which option may work best for you.
Funding a Roth IRA for Your Child
This week on “Money Talks,” the hosts provide advice for an investor who wants to fund a Roth IRA for his young children.
A Financial Wellness Plan Can Help Pave the Road to Retirement
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness. According to…