Coronavirus Concerns?

Coronavirus Concerns? Consider Past Health Crises

ASK A FINANCIAL PLANNER During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.9% on the first Monday in March.¹ By all accounts, the drop was largely driven by ever-increasing fears about the potential effects of… Read more »

The SECURE Act & Your Retirement Savings

The SECURE Act and Your Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that provide retirement benefits. At the same time, it restricts popular estate planning strategy for individuals… Read more »

Employee Financial Advice

What Financial Advice Would You Give Your 18-Year-Old-Self?

If you could hop in a time machine to give your 18-year-old-self a financial tip that you wished you knew back then, what would it be? We asked our employees to weigh in. And while some joked that they shouldn’t have bought so many horses or lamented not investing in certain companies that rhyme with grapple, what… Read more »

Plan for Retirement

I Think it’s Time to Start Planning for Retirement. Where Do I Begin?

ASK A FINANCIAL PLANNER To get started, you’ll need to set lifestyle goals for your retirement. At what age do you see yourself retiring, and what would you like to do? You’ll need to account for basic living expenses (food, utilities, transportation, etc.), the cost of a mortgage you may still be paying off, or… Read more »