U.S. News & World Report: What Are the Types of IRAs?
Here’s Female-Given Advice on How to Prep for Retirement No Matter Your Generation
As published by ParadeBy Lambeth Hochwald | Aug. 27, 2021, at 5:00 a.m.If you’re ready to do a check on your own financial plans, read on for what Gen Z, millennials, Gen X and boomer women need to know right now about retirement planning and goal setting.Chloé Bare, 30, spent two years setting aside retirement funds by creating a budget—and sticking to it. “When I started I had almost zero knowledge about money,” Read More
What to Do If You Lose Money in Your 401(k)
As published by U.S. News & World ReportHere's what can lead to a decline in your 401(k) balance and how to avoid setbacks.By Rachel Hartman | Aug. 25, 2021, at 11:00 a.m.If you have made contributions to a 401(k) through your employer, it’s natural to be concerned about the plan’s performance. Like all investments, there are risks involved with setting aside funds for the future. While many 401(k) plans are Read More
What the World’s Richest Woman Can Teach Us About Charitable Giving
As published by NextAdvisorBY Ryan Haar, Staff WriterSeptember 23, 2020Whether you have $25 million or $25 to spare, there’s a lot to learn from how the world’s richest woman, MacKenzie Scott, is donating her fortune. Scott, who was named Tuesday to TIME’s list of the 100 most influential people of 2020, outlined how she divvied up $1.7 billion to different charitable organizations in Read More
This Is How Your Work, Spending And Life Changes From This Point Forward
As published by ForbesBY Chris Carosa, Senior ContributorMar 26, 2020,11:07am EDTAmerica has not seen this kind of massive national mobilization since World War II. You might have thought that particular America was long past, but today’s events prove we can still be a united nation. As the old saying goes, “when the going gets tough, the tough get going.”And America is one tough nation.Look at the many Read More
FORTUNE: What is a 401(k)? And why do you need one?
As published by Fortune/Careers/Retirement PlansBY SARAH FIELDINGMarch 24, 2020 1:00 AM ESTNot that you need more things to be stressed about right now, but does hearing the term “401(k)” leave you sweating? It can seem daunting, but a 401(k) is just an account designed to help you save money for retirement. Yes, it’s truly as simple as that.Employees across generations need to be thinking about retirement funds Read More
Fiduciary News: How Can a 401k Plan Sponsor Continue to Contribute to a Quarantined Employee’s 401k Account?
As published in FiduciaryNews.comMarch 10 00:032020 by Christopher Carosa, CTFADepending on the state a 401k plan sponsor is operating in, they may be finding their employees can no longer work on-site. This is done with safety in mind. But, depending on the circumstances, it may have a negative impact on employees’ ability to retire in comfort. This is especially true if the employee is no longer eligible for a Read More
A Better Way of Giving
As published in Investment NewsEasy to set up and accessible to a broader range of investors, donor-advised funds help clients achieve charitable goals and give advisers something to talk aboutMarch 22, 2020 By Mark Schoeff Jr Fortune 500 executive client of Dan Rinzema’s had a lot of appreciated stock on his hands and felt charitably inclined. So Mr. Rinzema, chief client officer at Greenleaf Trust, turned to a Read More
Investor’s Business Daily: When Your Client Is A Nonprofit Board, Woo Allies To Make Progress
As published in Investor’s Business DailyBy MOREY STETTNER 08:00 AM ET 03/20/2020Too many cooks in the kitchen can pose a problem. So can too many clients in your office.For advisors who work with nonprofit organizations, the board of directors often becomes the client. Trying to serve a diverse group of people — addressing all their concerns and satisfying all their preferences — can prove exhausting.Board Read More
