Resources

March 21, 2019 Market Update for the Month Ending February 28, 2019

Another strong month for markets

March 21, 2019 A Solution to the Password Problem

Whether you’re looking to make a New Year’s resolution or you’re simply trying to implement some information security best practices, you would be well served to start using a password manager. Why?

March 21, 2019 Mastering Financial Aid Eligibility

For many families, financial aid programs help make higher education attainable. The first step in applying for aid is to complete the Free Application for Federal Student Aid (FAFSA). It is used to determine the student’s eligibility for federal aid programs, such as grants, work-study options, and loans. Schools also use the FAFSA to assess whether additional aid is available from an applicant’s state of residence and from the school itself.

Feb. 27, 2019 ONLINE EXCLUSIVE: Managing the Longevity Equation with Annuities

As you help your clients build wealth and plan for the future, there are many difficult discussions to be had along the way. There are certain topics—whether it’s long-term care coverage or estate planning—that many individuals would rather not think about. But perhaps the most fraught-filled conversations for clients are those centering on the possibility of outliving their money and facing a crisis in retirement.

Feb. 27, 2019 Planning Your Charitable Giving for 2019

A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need to make any changes for 2019. As you do that, you’ll want to put together a plan for this year’s charitable giving.

Feb. 27, 2019 Market Update for the Month Ending January 31, 2019

New year kicks off with stock market rebound

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