Determining how much cash is enough is a common question. While the answer will vary depending on your financial situation and current market conditions, there is a general rule of thumb to follow. https://t.co/F059QwizIv
Have unused 529 funds left in your account? Review your options for using leftover funds, including rolling them into a Roth IRA. #RothIRA https://t.co/7L0weaPwtO
Did you know you can open a Roth IRA for your kids? Learn more about eligibility, contribution limits, tax implications and withdrawal rules for this custodial investment account. #RothIRA https://t.co/QCMfuN43JF
Did you know? If you're 50 and older, the Secure 2.0 Act increased the catch-up contribution to a 401(k) and similar workplace plans to $7,500. See what other changes may impact your retirement savings this year. https://t.co/9AkXJ92LZy
Bonds can not only help diversify your investment portfolio, they can also help balance equity performance during market volatility. They key? Focus on high-quality bonds with a lower risk profile. #Investments#FinancialPlanning https://t.co/rt98ZeOAJL
Elder fraud is on the rise, with many seniors falling victim to scams by strangers, friends and even family members. Learn what steps you can take today to help protect yourself and your loved ones from financial exploitation. #Seniors#Fraud https://t.co/UTOBVpspoT
Disability insurance can fill an income gap if an unexpected injury or illness keeps you from working for an extended period of time. Even if you have access to disability coverage through an employer, you may want to consider other options available. https://t.co/OSTeII4B3Y
Designating beneficiaries for your retirement and other financial accounts is important and doing it incorrectly can be costly. Here are some common pitfalls to avoid. #Retirement#FinancialPlanning https://t.co/ddKsV5Gwwa
An annuity guarantees an income in retirementโbut it's important to understand the different types of annuities, their benefits, and their risks. #FinancialPlanning#Investing#Retirement https://t.co/CuRMB4Hn0y
IRAs can be a powerful tool in your retirement savings strategy. Take a look at these helpful resources to learn how they may help you meet your retirement needs. If you'd like to schedule a time to talk, please reach out! #Retirement#FinancialPlanning https://t.co/BAaVBuuw2f
A Roth IRA can play an important role in your investment portfolio, especially if you expect to be in a higher tax bracket in retirement. Read more about the benefits of Roth IRAs, including details on Roth conversions. https://t.co/CMrWET7fE0
Even if youโre not โa car person,โ the list features some iconic cars, as well as some that may surprise you. Enjoy this fascinating look at automotive history. #lifestyle#car https://t.co/islqpFcLKI
Chief investment officer Eric Freedman offers helpful guidance in the face of ongoing volatility and related capital market uncertainty. Watch video here https://t.co/1rNKk0kvk6
The Federal Reserve increased interest rates today by 0.5% and outlined plans to begin reducing asset holdings on its $9 trillion balance sheet. Learn how the Fedโs latest moves to fight inflation could impact markets, the economy and investors. https://t.co/kikgbocRK0
Investment markets can be unpredictable, but a downturn doesnโt have to be a threat to your retirement. Learn how to build your investment portfolio to potentially weather market downturns from our affiliate, U.S. Bank. https://t.co/4tj0Bwv19B
Five of the 20-largest S&P 500 companies are off 25% or more in 2022. In aggregate, the selloff has been widespread โ leaving investors with few places to hide. https://t.co/TTqpwsAUv6