Topic: Financial Planning
Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.
COVID-19 Update from Meld University
July 21, 2020School of Financial Wellness
The U.S. has over 3.8 million cases of COVID-19 and over 141k deaths. Case number are escalating rapidly, again. How will this impact your investments?
How Much Do I Need to Retire?
July 7, 2020School of Financial Wellness
There is no one-size-fits-all answer. But, once you have your Financial Fingerprint®, you will know how much it will take to meet your retirement goals.
How the CARES Act Impacts Retirement Plan Rollover Rules
June 25, 2020School of Financial Wellness
Borrowing from a retirement plan is generally viewed as a last resort. But the CARES Act gives some extra leeway for savers in these uncertain times.
Your 2-minute guide to a full financial checkup
April 5, 2019School of Financial Wellness
Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.
Why the CERTIFIED FINANCIAL PLANNER™ Designation Matters
March 29, 2019School of Financial Wellness
Not all financial planners are created equal. That’s why it’s important to understand what a CFP® brings to the table, and why it matters to you.
CFP®: What it means – Why it’s important
November 8, 2018School of Financial Wellness
The first step in finding the right financial advisor is to learn the basics, starting with what it means to be a Certified Financial Planner.
What to Consider When Choosing a Financial Advisor
July 19, 2018School of Financial Wellness
Don’t let your emotions get in the way when choosing a financial advisor. Our president, Mark McGarvey provides some tips to help you make a smart choice.
Don’t be a Social Security Flunky
July 18, 2018School of Social Security & Medicare
Take this short, 5 question quiz to see how your Social Security knowledge stacks up. In March 2018, MassMutual surveyed people age 50 or older and found that 47% of them failed this quiz.
Top 6 Questions Doctors Ask When Filing for Social Security
July 6, 2018School of Social Security & Medicare
Physicians and other high earners often overlook their Social Security benefits. It may be a small amount compared to your retirement account, but noone wants to leave money on the table.