retirement planning

Getting Married Later in Life? 3 Questions to Discuss First

The average age of marriage is 32—of course, it’s not unusual to see people getting married for the first time in their 20s.1 Though every family is different, spouses tend to bring fewer financial assets and dependents (children…more

How to Teach Your Grandkids About Financial Literacy

People often associate legacy planning with leaving an inheritance to their children and grandchildren. But direct financial gifts aside, there’s something just as valuable you can leave to your family—and that’s the gift of financial literacy. When you…more

Understanding the Tax Treatment of Your Retirement Income

Earning income in retirement looks much different than what you were used to during your working years. No longer will you be working in exchange for a paycheck each month, with taxes automatically withheld. Instead, your income will…more

Retirement Planning for Small Business Owners

Many small business owners tend to be self-starters. Instead of waiting around for the right opportunity to come their way, they tend to create it themselves. That entrepreneurial spirit could be one of your greatest assets, but making…more

5 Retirement Planning Tips for Your 50s

If you’re in your 50s, chances are you’re on the home stretch of your working years and looking ahead to retirement. As you get closer to leaving the workforce, it’s a great time to take stock of your…more

Good News: SECURE Act 2.0 Can Help You Save More for Retirement

The way you approach retirement saving may be changing, thanks to a new spending bill that was recently signed into law. The Securing a Strong Retirement Act (SECURE 2.0) builds on the SECURE Act of 2019. It introduces…more