The world as we see it
09.30.2019
Paying Too Much in Taxes? Consider a Cash Balance Plan
Retirement plans
By Chris Foster
The retirement plan landscape has undergone a series of radical changes in recent decades. For a long time, the traditional pension plan was dominant. Under these plans, employers put money into funds that pay retired workers, and sometimes their survivors, a regular income for the…
Read More03.15.2019
The Importance of Financial Wellness
Retirement plans
By Chris Foster
Numerous recent studies highlight the fact that American workers of all ages may not be saving enough to maintain their current standard of living during retirement. Indeed, many workers lack confidence that they will ever be able to afford to retire.
Read More10.16.2018
Managing Risk in Your Portfolio
Personal finance
By Chris Foster
In order to figure out how to manage risk, you must first understand it. Investment risk — or the risk of losing investment value — comes in many forms.
Read More10.07.2018
Be Vigilant About Identity Theft
Personal finance
By Chris Foster
Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it to obtain tax and other financial and personal information about you.
Read More07.11.2018
Teaching Children the Value of Money
Personal finance
By Chris Foster
Can you remember the first time a parent or sibling gave you a dollar bill and said “Do as you wish”? Certainly, candy and bubble gum were tops on the list. But in today’s ever-complex world of electronic transactions, children may be picking up a…
Read More03.13.2018
Choosing Between Traditional vs. ROTH 401(k)s
Personal finance
By Chris Foster
The ROTH 401(k) may appeal to workers willing to forgo a tax break now in return for getting one at retirement. As its name implies, the ROTH 401(k) combines features of a traditional 401(k) with those of a ROTH IRA.
Read More03.13.2018
The Power of Compounding
Personal finance
By Chris Foster
Sometimes people put off saving for retirement because so many other things seem to get in the way. Do you find yourself among them? If so, try to overcome the urge to procrastinate and start saving as soon as possible.
Read More02.21.2018
Planning Around Life Events
Personal finance
By Chris Foster
Although everyone’s attitudes toward investing and money are different, most investors share some common situations throughout their lives.
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