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“Great Resignation” Leads to the “Great Retirement”

The pandemic has had a profound effect on many employees. Many Americans wanted to explore new career opportunities that offered more money, flexibility, and often a shorter commute, while many others simply chose an early retirement. In fact, of the 5 million people who left the labor force during the pandemic, 2.5 million people retired….

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The Sandwich Generation: Caring for Children and Parents

Financially supporting children and aging parents at the same time can create many challenges. You may feel your budget is stretched thin by making sure you and your family are financially cared for. You are not alone: According to a Pew Research Center study, about 12% of Americans between the ages of 40 and 60…

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How Charitable Giving is for Everyone

Giving to charity is a personal decision. It reflects your values and interests while making an impact to a cause. It does not matter how large or small the donation is, and no charity is more important than another. Many people may think charitable giving is only for those who are wealthy. Everyone, regardless of…

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The Importance of Updating Beneficiary Designations

Every year, Americans leave financial assets to unintended heirs due to outdated beneficiary designations. Yet, there’s a simple solution. Over a lifetime, many people open multiple savings accounts, insurance policies, annuities, investment accounts, Individual Retirement Accounts (IRAs), and 401(k) or 403(b) accounts. When filling out the paperwork for these accounts, you are asked to designate…

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