Is a High-Deductible Health Plan Right for You?

By
Posted on September 29th, 2021

In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also […]

Learn More

Women Face Challenges in a Post-Pandemic World

By
Posted on September 29th, 2021

The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic’s impacts on women have been far-reaching and […]

Learn More

Following the Inflation Debate

By
Posted on September 29th, 2021

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer […]

Learn More

September 2021

By
Posted on September 20th, 2021

Monthly Market Recap Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face […]

Learn More

Company Stock and Your Retirement Strategy

By
Posted on August 24th, 2021

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]

Learn More

Grandparent 529 Plans Get a Boost Under New FAFSA Rules

By
Posted on August 24th, 2021

529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to […]

Learn More

August 2021

By
Posted on August 11th, 2021

Monthly Market Recap The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various […]

Learn More

Tips for Managing an Inheritance

By
Posted on July 29th, 2021

As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]

Learn More

Stock Market Risks in the Spotlight

By
Posted on July 29th, 2021

During March 2021, the widening availability of COVID-19 vaccinations, signs of improving economic conditions, and a third, $1.9 trillion stimulus package brought about more optimistic […]

Learn More

July 2021

By
Posted on July 16th, 2021

Monthly Market Recap June saw a continuation of the global economic rebound scattered with supply chain constraints and inflationary pressures that has characterized 2021, with […]

Learn More