by lportee53 | Jan 28, 2026 | Retirement
Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their jobs are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they...
by lportee53 | Jan 14, 2026 | Retirement
Retirement Plan Choices for Small Businesses As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are a number of choices when...
by lportee53 | Jan 7, 2026 | Investment, Retirement
Prevent a Rift: Money Tips for Newlyweds One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples...
by lportee53 | Dec 11, 2025 | Retirement
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. The idea, often referred to as a “backdoor...
by lportee53 | Oct 22, 2025 | Retirement
9 Facts About Social Security Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust fund is...
by lportee53 | Sep 5, 2025 | Retirement
9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you. Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to...
