PEPs and MEPs both offer retirement options to smaller businesses, but what are the differences between them? Here's your guide to understanding the benefits and restrictions, so you can decide which plan works best for your business.
Who wins the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward. As the election day results are now just days away, here's what you need to know.
If you've been considering realigning your wealth with socially responsible investments, green bonds may be an ideal option for you. Here's what you need to know and consider about these environmentally-focused investments.
Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.
As a medical professional, you work, live and breathe your profession. Your job is demanding, your financial situation is complicated and you need someone who can take the reins and guide you from residency to retirement. While searching for the right financial advisor for you, ask questions about your unique financial concerns, gather recommendations from your peers and find someone who will be in it for the long-haul.
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
The global pandemic has changed the way we interact with others - including your financial advisor. Should you consider working with a virtual advisor full time, or are you better off searching for someone local?
From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.
Monte Carlo tools test the probability that your financial plan will do what it is designed to do by simulating thousands of scenarios. Each scenario is run by modulating inputs, such as returns, cash flows and inflation, to give a range of possible outcomes. Outcomes can then be graphed to show you and your advisor the likelihood of reaching your investment goals.
On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account owners and/or beneficiaries.