School of Social Features
This category contains articles that are being featured on social media this month.

The 5 Most Important Qualities to Seek in a Financial Planner
June 6, 2025School 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.

4 Factors That Can Reduce Your Social Security Benefits
April 10, 2025School of Social Features
These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.

Choosing Between Roth and Traditional 401(k) Contributions
September 20, 2024School 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)?
July 21, 2023School of Saving and Investing
Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.

Why You Should Review Your Medicare Policy Annually
October 6, 2022School of Social Features
Medicare coverage and costs can change each year, so retirees should review their plan with an experienced financial advisor.