ESG Investing: Does Investing for Good Impact Performance?
While few can afford the philanthropic reach of well-known billionaires, mainstream investors can now align their investment portfolios with their personal beliefs. Senior investment research analyst Eamon Verdone provides more information about ESG Investing and how it may impact performance.
Your Retirement Victory Lap Webinar
People in their 50s and 60s are now frequently blurring the lines between work and retirement by starting a transitional career. Could that be the right path for you?
Planning a Semi-Retired Life
According to the U.S. Census Bureau and the Bureau of Labor Statistics, 13 million Americans age 65 and older will be in the labor force by 2024. Thanks to modern technology and the ability to work from home, you may have more options to be semi-retired. This blog post poses six questions to help you start planning.
Health Care Subsidies in Retirement – What You Need to Know
Health care continues to be one of the largest expenses in retirement. If you’re looking for a way to retire before age 65 and bridge the health coverage gap, this post presents a strategy using health care subsidies that can help reduce your expenses.
Retirement in the New Year | On-Demand 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 at the same time and you may have a lot of questions.
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.