According to the Centers for Disease Control and Prevention, productivity losses linked to employees not showing up to work due to five risk factors— diabetes, smoking, high blood pressure, physical inactivity, and obesity— cost US employers $36.4 billion a year.
Financial Planning
Four Reasons Millennials Need an Estate Strategy
You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate management?
January 13, 2025 Weekly Market Insights
Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.
How the SECURE Act 2.0 Changed RMDs
Both the SECURE Act and SECURE Act 2.0 have dozens of provisions, including new rules that may impact retirement. Here are a few things you might want to know about how the SECURE Act 2.0 changed required minimum distribution (RMD) rules and how qualified charitable distributions (QCDs) may fit into how you choose to take these distributions.
Can I Create a Roth if I’m Over the Income Limit?
Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA.
December 30, 2024 Weekly Market Insights
Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday.
New Retirement Contribution Limits for 2025
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.
Social Security: Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their benefits, some of which depend on their marital status. Understanding the strategies for...
December 16, 2024 Weekly Market Insights
Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.
The Utility of Sector Investing
There is a growing popularity among individuals to broaden their investment strategy beyond conventional allocations and investment styles. Some see sector investing as a way to seek new opportunities for enhanced portfolio performance.