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Preparing Your Retirement Plan for a Strong Year-End
Retirement Plan Sponsors 08/26/2026
As the fourth quarter approaches, retirement plan sponsors have an important opportunity to evaluate their plan's health and position it for a successful year-end. Taking a proactive approach now can.....
Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half"..
To be financially fit, shift your money mindset and set goals for yourself and your family. Manage and prioritize your spending and create sustainable habits to last your lifetime and pass those..
Dollar Cost Average (DCA) is an approach to purchasing an investment in which the buyer spends out their purchases so that the total price paid is less affected by market timing.1 It is a strategy..
Figuring out the best investment strategy for your retirement savings can be challenging. There’s no one-size-fits-all strategy, either in choosing an investment plan or using a management style..
The possibility of living a life without regret seems ingrained in our culture. There are dozens of self-help books on how to achieve this, countless motivational quotes around this theme, and (quite..
If somebody called you from an unknown number, claiming to be from your bank, and asked you to "confirm" your sensitive account information, you would probably recognize right away that this was a..
Sherman Hanna, a professor of consumer sciences at The Ohio State University, headed up a study that tracked the progress of financial knowledge of Americans over nearly a decade. Using data gathered..
The month of June is designated Annuity Awareness Month – a campaign generated to educate consumers on annuities. An annuity is an important component of your long-term financial plan. It is an..
You've probably heard that the most powerful word a marketer can use is "free." After all, who of us can resist getting something for nothing? Sometimes free really does mean free, like the samples..