5 min read
Who is eligible for Social Security and spousal, and survivorship benefits?
A range of people, including current and former spouses and dependent children, may be eligible for Social Security benefits.
7 min read
At what age should I take Social Security?
Here are key factors that come into play when you’re considering the best age to file for your Social Security retirement benefits.
11 min read
Personalized financial planning explained step-by-step
Create a personalized financial plan, start-to-finish, for all your financial goals, with tools and resources to help you succeed, including tips on investing beyond your 401(k).
What is an HSA and what are the benefits of an HSA?
A health savings account (commonly called an HSA) offers tax benefits for today, and an opportunity to invest and grow your savings for the future. Here’s how it works.
4 min read
10 tips to help protect your retirement accounts from getting hacked
From two-factor authentication to secure Wi-Fi access, these easy to-dos help keep your online accounts safe from fraudsters.
4 min read
What should you do when interest rates go up or down?
Evaluating the impact of interest rate changes on everything from big purchases to daily savings goals can help you create your financial plan.
4 min read
Your retirement age: What’s the best time to stop working?
Have you ever wondered why age 65 is considered the “normal retirement age”? What if you plan to retire earlier or later, or phase out of the workforce? Here’s how to time it just right.
5 min read
Finance 101: What is credit, a credit score, and a credit report (and why they matter)
Understand the factors that make up a credit score and know how to check your credit report to help build your financial foundation.
3 min read
What’s investment risk and risk tolerance (and how to navigate them both)
Risk accompanies all sorts of activities, including investment. What types of risks may impact your retirement and savings accounts?
5 min read
Map out your retirement budget (our free interactive worksheet can help)
Not sure how your spending in retirement will compare to your income? Let’s work through making a budget step by step, using an interactive worksheet you can take to your financial professional.