Articles Archive

02/19/2020Answering Your Biggest Questions on the SECURE ActLearn the details of this groundbreaking retirement legislation.
01/17/2020Prioritizing Your Financial Health in the New YearFind tips you can incorporate into your plans for the year to help you set a steady course for financial success.
12/20/2019Charitable Gifting Strategies for the Season of GivingLearn about different charitable giving strategies and how to determine which is the best fit for you.
11/18/2019Tips for Avoiding Common Holiday CyberscamsLearn about common holiday cyberscams—and how to avoid them.
11/18/2019Year-End Financial Planning ChecklistStart organizing your finances for the new year with this simple checklist.
10/21/2019Key Elements of a Nonqualified Deferred Compensation PlanLearn about the potential advantages of nonqualified deferred compensation (NQDC) plans.
09/16/2019New IRS Withholding ToolLearn how to use the new IRS withholding tool.
08/19/2019You’ve Been Hacked or Spoofed: Now What?Learn next steps to take if your email gets hacked.
07/22/2019Understanding the Borrower Defense to Repayment Student Loan Forgiveness ProgramLearn how to determine if the borrower defense to repayment student loan forgiveness program applies to you.
06/17/2019Navigating the Maze of Student Loan Repayment OptionsGet an overview of student loan repayment options.
05/20/2019Buy-Sell Agreements: What Every Business Owner Should KnowAs a business owner, you focus your time and energy on the growth and daily operation of your business. Consequently, it can be challenging to find the time to think about its ...
04/22/2019Devising a Data Breach Game PlanProtect your personal information by devising a data breach game plan.
03/18/2019Mastering Financial Aid EligibilityLearn the ins and outs of the Free Application for Federal Student Aid.
02/15/2019A Solution to the Password ProblemKeep your online accounts safe with a password manager.
01/18/2019Planning Your Charitable Giving for 2019Put together a plan for this year’s charitable giving.
12/18/2018Year-End Financial Planning ChecklistOrganize your finances for the new year with this financial planning checklist.
11/20/2018Ways to Better Protect Yourself from Identity TheftShare information about resources and services to help clients avoid falling victim to identity theft.
10/22/2018How Do Restricted Stock Units Work?Learn how restricted stock units work.
09/25/2018Important Legal Documents for College StudentsLearn why your 18-year-old should have a health care proxy and durable POA in place.
08/20/20185 Ways Criminals Use Social Engineering to Scam UsLearn five ways criminals use social engineering to scam you.
07/23/2018The Basics of Credit Scores and Credit ReportsLearn what a credit score is, how it is calculated, and how to improve yours.
06/25/2018Is Your W-4 Withholding Accurate?Learn how to determine an accurate W-4 withholding.
05/21/2018New Developments in the Public Service Loan Forgiveness ProgramLearn about new developments in the Public Service Loan Forgiveness Program.
04/23/2018Are You Making These Security Mistakes with Your Smartphone?Learn about five security faux pas you may be making—and how to fix them. 
03/24/2018What Should You Do if You Are a Victim of Tax Identity Theft?Learn what to do if you are a victim of tax identity theft.
02/16/2018Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs ActLearn how the Tax Cuts and Jobs Act has affected mortgage and home equity loan interest deductions.
01/22/2018ABLE Accounts: Frequently Asked QuestionsLearn the answers to some commonly asked questions about ABLE accounts.
12/18/2017Year-End Financial Planning ChecklistGet tips for organizing your financial life in 2018. 
11/20/2017Which College Savings Plan Is Right for You?Learn the advantages and drawbacks of three college savings plans.
10/23/2017Should You Pay Off Your Mortgage?Which debt is better to pay off first—your credit card or your mortgage? Here are some guidelines.
09/26/2017Is the Cloud Secure Enough for Me?Learn what to look for when deciding on a cloud service provider.
08/18/2017Medicare Basics You Need to KnowWhen should you enroll in Medicare? What plan should you choose? Here are some guidelines.
07/25/2017The Family Conversation: Addressing Your Health Care Needs in RetirementUse these questions to help guide your next family conversation to a more effective outcome.
06/26/2017What We Learned from the WannaCry Ransomware AttackFollow these four tips to avoid falling victim to ransomware attacks like WannaCry.
05/22/2017Why You Need an Estate Plan for Your Digital AssetsHere's how you can help ensure that others can access your online accounts after you pass away.
04/25/2017Public Service Student Loan Forgiveness: What You Should Know Here's a primer on the current requirements for the federal student loan forgiveness program.
03/28/20175 Ways to Spot a Phishing E-MailProtect your sensitive information by learning some telltales signs of a scam.
02/21/2017What to Ask When Your Adult Child Moves HomeGet tips for setting expectations and keeping your own finances on track.
01/24/2017To Pay or Not to Pay: How to Survive a Ransomware AttackLearn how to protect yourself against this cyber threat.
12/26/2016Financial New Year’s Resolutions: Using Tech to Stay on TrackLearn about apps that can help you with saving and budgeting.
11/21/2016Year-End Financial Planning ChecklistGet tips for organizing your financial life in 2017.
10/24/2016Estate Planning: It’s for EveryoneEstate planning is a vital component of your financial well-being—and one that’s best tackled sooner rather than later. 
09/26/2016Deleting Sensitive Information? Don’t Rely on Your Recycle BinLearn about ways to permanently remove data from your computer. 
08/29/2016Making the Most of Life Insurance Tax BenefitsGet an overview of three key tax features available via life insurance.