U.S. News & World Report: What Are the Types of IRAs?
Lucy Shair Foundation: New $5,000 Grant for Women in Finance
FOR IMMEDIATE RELEASE: August 30, 2022 MEDIA CONTACT: Amanda Rogalski, aarogalski@rogomarketing.com, 616-540-9231 Apply by October 15, 2022 GRAND RAPIDS, MICH. – With a goal to ensure women who want to enter or advance in the finance industry succeed, the Lucy Shair Foundation for Women in Finance is taking applications for a $5,000 grant to cover expenses such as Read More
Which traits inspire trust in a financial advisor? Black or white, male or female?
As published in Financial Planning.By Justin L. MackFebruary 23, 2022, 6:51 p.m. ESTWhen it comes to establishing trust between a financial advisor and a client, do gender and skin color matter? Read More
403(b) vs. 401(k): What’s the difference?
As published in Business InsiderBy Robin Kavanagh | September 27, 2021403(b) and 401(k) plans are similar retirement savings tools offered by employers.The main differences between 403(b)s and 401(k)s are the type an employer can offer and investment options participants have.Both plans give employees options to add after-tax funds, take loans against existing balances, and have special circumstances to withdraw Read More
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
