With the season changing and life ever pulling us forward, you may want to consider life changes which may affect your financial goals.
Webinar Replay - Prepare for the Future with Peter Dunn
COVID Relief Bill - Retirement Plan Provisions
The U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill Monday night.
Ten Things to Know about Your Employer’s Retirement Plan
Retirement Income Survey
Budgeting for Retirement
There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but they are just that — guidelines, not hard and fast rules that will necessarily apply to your particular situation. Budgeting for your retirement is a bit of a guessing game however clarifying your goals and expectations will make it easier.
Four Tips for Increasing Your Retirement Dollars
Have you ever considered offering a Phased Retirement Program?
Retirement Plan Check-Up
Participant Corner: Good Health is the Best Wealth
Believe it or not, staying healthy just might make you wealthy. With small lifestyle changes and healthy choices, you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be as simple as limiting your salt intake or taking your prescribed medication regularly.
How Can You Prepare for Healthcare Expenses in Retirement?
Four Basic Steps for a Successful Retirement
Five Key Decisions for a Successful Retirement
Life is a series of decisions, and everyone has to live with the results of the decisions they make. One of the most serious decisions that we all face is how to prepare for retirement, but frequently we don’t make the best choices to protect our futures. What are some of the most critical decisions you should make about retirement?
Addressing Employee Education Strategically
Another Way to Save: Tax Credit for Plan Participants
Closing the Retirement Gender Gap
Despite the fact that women tend to live longer, female workers typically have lower retirement account balances than their male counterparts. Many factors may contribute to this disparity, including lower earnings, greater part-time work and time off for child and eldercare, lower levels of financial literacy and lower risk/lower return investment choices.
Bear Market. Now What?
Staying the Course - Coronavirus and Past Market Epidemics
Epidemics in the past have also led to sharp pull-backs in the markets. Over the long-term, however, the stock market has weathered past epidemics. The below chart looks at the historical returns of the S&P 500 Index during multiple epidemics over the last 40 years. Over the 6 and 12 month periods following an epidemic, the S&P 500 performance has, on average, been positive.
