Financial Scams that Target Retirees: What to Watch for
With the proliferation of technology, many retirees are increasingly targeted in financial scams. Building awareness of the common risks can help protect them from playing into the hands of cyber criminals.
Retirement in the New Year Webinar
Thinking about retiring in 2021? A new year offers a fresh beginning to think about your retirement and the possibilities. It can feel exciting and overwhelming and you may have a lot of questions.
Am I Adequately Insured?
Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.
Living Your Best Life in Retirement
John Ruedi wrote “Living Your Best Life in Retirement” for The Pantagraph, a daily newspaper that serves Bloomington-Normal and eight counties in the Central Illinois area.
Benefits of Rolling Over Your 401(K) to an IRA
Whether you’re changing jobs or retiring, there are important questions about what action to take with your 401(k), 403(b), and other employer sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations in his blog post.
What You Need to Know Before Gifting Money to Family
As the pandemic continues, more retirees may feel compelled to help family members who find themselves in a difficult financial situation this year. Before you write a check, take a moment to think about four important considerations.
Year-End Tax Planning and Strategies | On-Demand Video
In this recorded webinar, Kelli Peterson, Dominick Parillo, and Peter Doyle provide a summary of 2020 tax updates and year-end tax planning strategies to consider.
The Case for Cash
We’ve all heard the saying “cash is king,” but what does that mean in a low interest rate environment? Financial advisor Chris Ruedi looks at how cash can be used in a portfolio and examines how much is enough to have on hand.
Enroll in Medicare at 65 and Consider Delaying Social Security
If you are one of millions of “Boomers” reaching age 65 each year, you must enroll in Medicare on time to avoid penalties. Financial advisor Kevin Kingston provides a helpful overview of important details you need to know about the enrollment process.
Retirement Planner eBook: Nine Questions to Answer Before You Retire
The transition to retirement presents complex decisions. This retirement eBook will outline nine questions to consider before you stop working.
Benefits of Lump-Sum Pension Options
As more employers shift from pensions to 401(k) plans, more employees will need to figure out how to handle their options. Financial advisor Chris Ruedi discusses some of the benefits of lump-sum pension options.
Estate Planning in the New Normal | On-Demand Video
Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.