The SECURE Act, which was signed into law at the beginning of the year, introduces new provisions intended to make retirement more secure for people across the country. Investors should be cognizant of the fact...

In this Navigator, we examine the most common types of small business retirement plans and discuss their suitability for various types of businesses. Not participating in some sort of a qualified retirement plan is generally...

Flexible spending accounts (FSAs) and health savings accounts (HSAs) are both tax-advantaged accounts that allow you to pay for qualified medical expenses using pretax dollars. During open enrollment season for employment benefits,you may have the...

Those preparing for retirement today should also seek to prepare themselves for a growing financial concern: long-term care. Long-term care is increasingly needed by people over the age of 65, can be very expensive, and...

Minimizing taxes is important in building and protecting wealth over the long-term.  However, navigating the highly complex and ever-changing tax code is not an easy task.  The Tax Cuts & Jobs Act (often referred to...

As identity theft and data breaches become ever-more-common occurrences, protecting personal information and monitoring accounts for fraud have become increasingly important practices. In the aftermath of the 2017 Equifax breach, in which the personal information...