What is Vesting?
You may not own all the assets in your 401(k) if you’re subject to vesting. Learn more about vesting in this week’s Financial Tip.
In the News: Prioritizing Retirement Savings as a Couple
Couples should make sure that their 401(k)s don’t overlap, creating a portfolio heavily weighted in one asset class. We explain in today’s Marietta Daily Journal.
Changes to Social Security Claiming Strategies
Congress changed the rules for File and Suspend and Restricted Application for Social Security Benefits. We explain in this week’s Financial Tip.
Viewing Retirement Assets as a Combined Nest Egg
Our experts discuss a case study of a couple’s retirement savings strategy now that the husband has returned to the workforce.
When is the best time to begin claiming Social Security benefits?
The Bipartisan Budget Act of 2015 eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.” Read the article in the Marietta Daily Journal.
What is a phased retirement?
Afraid you’ll be bored in retirement? Consider a phased retirement by slowly adjusting your work patterns. Read all about it in this week’s Financial Tip.
Financial Moves When You have an Empty Nest
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.
Give Your Retirement Plan an Annual Checkup
Have your dreams for retirement changed? Year-end is the perfect time to evaluate your plan. Learn what to do in this week’s Financial Tip.
Social Security and the Ten Year Rule Investment Strategy
Our experts discuss a case study about a couple who is trying to work Social Security benefits into their Ten Year Rule investment strategy.
When 401(k) Plans Go Bad—Avoiding Disqualification
401(k) plans that exclude participants, miss contributions or fail discrimination tests can become disqualified. Read all about it in this week’s Business Tip.