For some couples, retirement is a breeze; they can enjoy opportunities such as going south in the winter to a second home without worrying about the budget.

A dramatic change has taken place in the way retirement is funded in America. Until recently, many workers relied on corporate pensions for a significant percentage of their post-career income.

Money can seem mysterious to children; they might even think it grows from trees! While they might not fully understand where money originates, they quickly learn that it can be exchanged for things they want. When children show interest in money, educating them on how to handle it wisely is essential. Lessons taught today can help them make sound financial decisions throughout their lives.

When it comes to investing for retirement, taking advantage of your employer-sponsored retirement plan is a great first step. But do you know where to invest additional cash that did not originate from your employer, like a cash bonus, an inheritance, or a lump sum from a life insurance policy? In this webinar recording, we discuss some investing options outside of your retirement plan, including the pros and cons for each.

Investment markets around the world are experiencing unprecedented volatility which may have you asking yourself: What is happening and how concerned should I be? We wanted to share our thoughts on how you may want to view the current market environment so that you can make informed decisions.

An important part of your investment portfolio is ensuring that you have the right kinds of assets (stocks, bonds, cash, etc.) in the right proportions. In this Lessons in Financial Experiences (LIFE) episode, we dive into the basics of asset allocation and how it can impact your ability for long-term financial success.

After one of the worst trading days in 2022, it’s important to remember that pullbacks of 5 to 10 percent typically happen about every year. But how should investors prepare for the potential of additional market volatility amidst the unprecedented macroeconomic concerns?

The first three months of 2022 have been a roller coaster for markets. With the war in Ukraine and the financial war on inflation, investors have had to monitor unpredictable headlines seemingly by the hour. But even in this event-driven market, there are still positives to look forward to in the year ahead.