Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember? With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be surprised to learn of their unclaimed “found” money.1 What are “Forgotten” Retirement Accounts?…
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Retirement Planning: What do Military Families Need to Know?
Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge, because you need to ensure that you meet all the military’s qualifications and that you are taking full advantage of any veterans benefits coming your way. To celebrate National Veteran and Military Family Month, in…
Will Power
Only one-third of adults have a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.1 But a will is an instrument of power. Creating one gives you control over the distribution of…
Restricted Stock Units (RSU): Understanding Your Equity Compensation Options
When it comes to compensation, many companies are now providing equity and stock-based benefits to their employees. Each type of benefit has its own set of rules, and it’s essential to understand the nuances of each type. One form of equity-based compensation is restricted stock units (RSUs). Here’s what you need to know about this…
How Your Money Mentality Should Change in Retirement
Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. Therefore, many of us look forward to the endless vacation days and the rest and relaxation of retirement. Although a life with no alarm clock is something we dream about, the truth is that retirement…
The 7 Best Books on the History of Money & Investing
There are so many great books about modern-day investing, but what about those on the history of the market? This article highlights seven books from which you can learn a lot about the history of money and investing to understand how far we’ve come. These seven books are dedicated to divulging information on our rich…
Understanding (and Avoiding) the “Money Illusion”
It’s no surprise that a dollar today isn’t worth the same as a dollar was 20 years ago. This is the result of inflation. Inflation plays a major role in financial planning whether you are conscious of it or not. The money illusion refers to a cognitive bias that fails to take inflation into account….
Your 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven’t already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors. Check out the tips below and prepare to tackle this…
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment strategies and personal questions to ensure your estate is set up efficiently. As we ring in 2022, let’s look at some of the most important estate planning documents you should have prepared. Wills…
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations to be better off. But there’s a common saying regarding generational wealth – “Shirtsleeves to shirtsleeves…