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Women in Wealth: An Examination of Gender Diversity in Financial Services

Jan 11, 2021

While it appears both women and men have poor understandings in general of what it takes to plan for retirement, our 2020 Retirement Income Literacy Survey indicat

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Financial Literacy Gap for Women is “Notable and Worrisome”

Jan 11, 2021

As women continue to become more financially independent, many are recognizing that they need professional advice to prepare a comprehensive plan for a life in retirement.

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Three Reasons to Take Your RMDs Now

Jan 08, 2021

While older Americans are, by law, required to take regular minimum distributions (RMDs) from their retirement savings accounts, several new laws have postponed those RMDs over the last year and future legislation may lower their mandatory amount.

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10 Challenges Women Face When Investing & Planning for Retirement

Jan 05, 2021

Women are making many gains in the amount of wealth they control and management of personal and family finances; however, they are also often hampered by a lack of needed financial knowledge, as chronicled in several reputable studies.

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Section 529 Plan Distributions and College Refunds for COVID-19

Tax Notes
Jan 04, 2021

During the COVID-19 pandemic, students and families working to pay for college expenses may face financial complications—even from the supposed relief measures schools put in place.

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Can’t Afford an Estate Plan? Here’s What You Can Do Without Spending a Fortune

Jan 03, 2021

Despite the fact that life will inevitably end, many Americans admit they don’t have a plan for what will happen to their finances when they pass away.

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Top 5 Life Insurance Stories Of 2020: COVID-19 Dominates

Dec 31, 2020

Among the many challenges of 2020 was the renewed exposure of simmering racial tensions that plague American society.

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Codes Of Conduct And Ethics Can Help Guard Against And Address Crisis Situations

Dec 29, 2020

For businesses today, holding their own operations and those of others to an ethical standard of behavior is becoming more and more essential; however, such codes of ethics are rarely worth the paper they’re printed on if there is no will to enforce them or buy-in from all parts of the organizati

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Opinion: How Retirement Planning Needs to Change in the New Year

Dec 28, 2020

As 2021 arrives, the conditions of the past year and the road ahead will both play a part in how those at or nearing retirement spend and save. What exactly will they need to change, and what will advisors need to consider, given these changing conditions?

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The Return of RMDs and Other Retirement Considerations You Should Know for 2021

Dec 26, 2020

With the end of 2020 in sight, some of the changes made to retirement planning in the past year may be reverting back to normal.

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