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Six Tips to Take Control of Your Financial Health

Regardless of your stage in life, it’s important to establish certain habits that can put you in the position to be able to reach your financial goals, whether that’s a vacation, a college fund, savings for a rainy day or a successful retirement.

Buying Locally and Giving Locally

For many of us, buying locally matters. We’ve all heard the term and seen the signs: Shop Locally. Eat Locally. But let’s extend that thought for a minute: do you consider giving to your local charities?

Retirement Planning

Luckily, for millennials and Gen X, there is still plenty of time to craft an effective retirement planning strategy. Here are four tips to get you started.

Are You Undercutting Your Efforts to Build Wealth?

Good money habits can help you as you save and invest for the future. Bad habits can leave you treading water (or underwater) financially. Here are some to avoid.

Staying on Track with Your Retirement Investment

Investing for your retirement over the long term also takes a little knowledge and discipline. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, there are ways to help yourself build your retirement nest egg.

I’m Changing Jobs. What Should I Do With the Money in My Plan?

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options.

Adding a Personal Backup With a Living Trust

You might be more comfortable using what is called a “living trust” — with a professional trustee that could easily step into your financial management role if needed.

Life Insurance: Is It Missing From Your Plan?

Appreciating the importance of having adequate life insurance is one step, while assessing your own unique needs is quite another.

What to Know About IRA Investing

One in three adults save for retirement outside their 401(k) in a traditional or Roth IRA, with 60 percent of adults reporting that they’re “confident” or “somewhat confident” about achieving their desired retirement lifestyle.1 What benefits can investors realize by contributing to an IRA?

Top 10 Key Provisions

Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you have access to this option, Roth contributions could play an important role in helping enhance your retirement income.

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