Participant Corner

The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle changes and healthy choices (especially with all the shared yummy foods), you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be...

With the recent market volatility, it’s understandable that you may be concerned about your investments. Don’t let the market volatility spook you! Consider the following tips: • Review your safe route. It is ok if your investment portfolio isn’t performing as you...

Much has been made of the current state of the American worker as it pertains to their retirement savings. According to a recent study by the General Accountability Office, 29% of Americans 55 and older do not have any retirement savings or pension plan and those who...

Pop Quiz: Have You Done Your Homework On Retirement? 1. In order to maintain living standards in retirement, what percent of annual income do financial professionals thinkpeople should save? A. About 3% B. About 6% C. About 9% D. About 12% E. About 15% 2. If an...

Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones! So, what better time to do a routine check-up on your retirement plan! Protect your loved ones and ensure you are keeping up to date with your retirement...

Although not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away?When you enrolled in your retirement plan, you were asked to select a beneficiary to receive your retirement plan assets in the event...

Typically, younger people don’t make retirement savings a priority. Livingexpenses, student debt, rent or house payments, and other day-to-dayexpenses mean that retirement savings take a back seat. In fact, researchfrom National Institute on Retirement Security says...

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing...

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Personal financial planning is an ongoing, lifelong process. If we break...