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Life Insurance: Term or Permanent

Term life insurance provides temporary protection for a set period of time. Permanent life insurance provides permanent protection and involves an internal savings component. The best choice for you depends...

Get Ready for ACA Reporting Deadlines

Last year, employers had extra time to complete their Section 6055 and 6056 reporting, thanks to transition relief from the IRS. This year, it’s unlikely that the IRS will provide...

DOL’s New Fiduciary Rule Impacts HSAs

This April, the Department of Labor (DOL) published a final rule that expands on who is considered a “fiduciary” when providing financial advice to retirement plans and their participants. This...

Tailoring Your Retirement Plan Communications

Research shows that American workers aren’t saving enough for retirement. According to the EBRI 2014 Retirement Confidence Survey, 60% of workers report that the total value of their household’s savings...

Investors Are Human, Too

In 1981, the Nobel Prize-winning economist Robert Shiller published a groundbreaking study that contradicted a prevailing theory that markets are always efficient. If they were, stock prices would generally mirror...

U.K. Votes to Leave the European Union

On June 23, 2016, the United Kingdom voted to leave the European Union (EU)—a decision that sent shockwaves across the world. While it was a close vote, British citizens ultimately...

Mid-Year 2016: An Investment Reality Check

Market volatility is alive and well in 2016. Low oil prices, China's slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts--all of these factors have...

DOL Issues New Overtime Payment Rules

On May 18, 2016, the U.S. Department of Labor (DOL) announced a final rule regarding overtime wage payment qualifications for the “white collar” exemptions under the Fair Labor Standards Act...

The Importance of Life Insurance Policy Reviews

Life insurance is an important part of an overall financial plan. Regular life insurance reviews performed by an experienced professional can determine whether the policy is performing according to expectations...

Projecting a Happy Retirement

A 2015 study found that 41% of households headed by someone aged 55 to 64 had no retirement savings, and only about a third of them had a traditional pension....