School of Social Features

This category contains articles that are being featured on social media this month.

A checklist of qualities to look for in a good financial advisor
The 5 Most Important Qualities to Seek in a Financial Planner

School of Financial Wellness

Looking for a financial planner? We’ve compiled a list of the top qualities to consider in your search for the right advisor.

A reduction in social security benefits symbolized by a dollar sign in front of a down arrow.
4 Factors That Can Reduce Your Social Security Benefits

School of Social Features

These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.

An open blue notebook with the words Roth 401k and Traditional 401k written at the top of each page, and a ‘+’ and ‘-‘ under each to give the impression that someone is making a list of pros and cons.
Choosing Between Roth and Traditional 401(k) Contributions

School of Saving and Investing

Designated Roth accounts are a popular choice for savers with 401(k) plans, but they aren’t right for every situation.

What are Required Minimum Distributions (RMD’s)?
What are Required Minimum Distributions (RMD’s)?

School of Saving and Investing

Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.

Retirees are reviewing their Medicare policy with a financial advisor.
Why You Should Review Your Medicare Policy Annually

School of Social Features

Medicare coverage and costs can change each year, so retirees should review their plan with an experienced financial advisor.