Topic: Wealth Management
Articles that provide tips and insights into managing wealth, including retirement planning, estate planning, tax planning, investing and financial wellness.
401(k) Contribution Limits in 2024
November 16, 2023School of Employer Plans
The IRS recently announced increases in the amount you and your employer can contribute to your 401(k) or similar plan in 2024.
Deciding Between Cash Investments
November 2, 2023School of Saving and Investing
Bank accounts and money market funds are about as close as you can get to holding actual cash, but there are important distinctions.
The Basics of Estate Tax
August 3, 2023School of Saving and Investing
If you have a large estate, federal estate taxes – and in some cases state estate taxes – can reduce the inheritance you planned to leave.
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.
5 Characteristics of a Quality Wealth Manager
June 15, 2023School of Financial Wellness
Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.
Should You Prioritize Saving for Retirement or Your Child’s Education?
May 11, 2023School of Saving and Investing
You often must choose between saving for your own retirement or your child’s education. These factors can help you decide.
Tighter Monetary Policy Can Be a Boon for Retirees but a Curse for Young Workers
February 9, 2023School of Financial Wellness
When interest rates rise, many retirees reap the benefits. On the other hand, young workers tend to suffer when rates increase.
Changes to Medicare Start Dates in 2023
February 2, 2023School of Social Security & Medicare
Medicare has closed important coverage gaps for those who sign up during the Initial Enrollment or General Enrollment period.
Comparing the Value of Human Advisors and Robo-Advisors
July 28, 2022School of Financial Wellness
Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.