Blogs

Tax season is upon us. While everyone’s financial situation is different, there are some basic guidelines to get you started. File Electronically This is the quickest way to get your tax refund. There are many online platforms that make filing your taxes safe and easy. You’ll need your account number and your bank routing number for a direct deposit. Personal Information The Internal Revenue Service (IRS) will need to know who is filing and who is covered under your tax return. Be sure to have your social security number and date of birth ready for you and other members in your household...

Market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the continuing presence of the COVID-19 pandemic, a sudden boost in prices related to gas, food, housing and other essentials, supply chain hiccups, an uncertain labor market (or any number of other things), the stock market has certainly seen its share of ups and downs over the past six months. As always, it’s impossible to predict what the market will do on any given day. But at the start of a new year, it’s always a good idea to take some deep, measured breaths and focus on some basic...

Understanding Uncertainty: Retirement Plan Webinar View Full Webinar Presentation All of us are surrounded by fear of risk. When the media discusses investments, so much is driven by what an investor could lose or gain. Some investments are marketed as growth, guaranteed, or safe. What is risk? What risks are relevant in your retirement plan? What is considered investment risk and what is our own behavioral risk? What do you do as a saver to combat the short and long-term risks so pervasive in our society? With the right strategies, you can manage risk and help grow your retirement account...

Try these morning rituals to get your day off to the right start. What’s your current morning routine? Maybe it goes something like this: mutter an expletive as the alarm goes off, begrudgingly pull yourself out of bed, throw on a robe and take the dog out, while suddenly realizing that you forgot to set up the coffee maker last night (again)? Or maybe it’s something like this: you don’t mutter an expletive at the alarm clock (because you already woke up at 4 a.m. and couldn’t go back to sleep), pour yourself some coffee (because you did remember to set it up last night), turn on the news...

The Nuts & Bolts of Your Investment Line-Up View Full Webinar Presentation When it comes to finances, you can’t fake it till you make it. Understanding the principles of investing, as well as how they work together, can help set you up for success to reach your financial goals, even if you’re just getting started. A workplace retirement plan (like a 401(k)) is a great place to begin an investing strategy. By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance you will outlive your money. Choosing to...