Pension payout options concept shows a person dropping coins in a jar labeled pension.

Choosing the Best Pension Payout Option

May 8, 2023

If you’re eligible for a defined benefit pension payout, you may have several payment options from which to choose. Presented by Gerard Longo, AIFA®, CPFA®: Your pension plan will calculate a basic single life annuity automatically, Read More...

Using a Blind Trust to Sell Restricted Stock

April 12, 2023

Publicly traded companies often include corporate stock and stock options in key employees’ compensation packages. Here's a look at how to reduce Read More...

Transfer of Value Rule Concept Depicts hands of two people discussing contract.

Q&A Understanding the Transfer-for-Value Rule

April 10, 2023

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In general, life insurance death benefits are exempt from taxation. If, however, you Read More...

Roth 401(k) and 403(b) Plans concept with businessman holding tablet with financial graphs rising above it.

Roth 401(k) and 403(b) Plans for Employers

April 5, 2023

Presented by Gerard Longo, AIFA®, CPFA®: Since their creation several years ago, Roth 401(k) and 403(b) plans have become increasingly popular Read More...

Single Women depicts woman with arms crossed contemplating financial planning

Financial Planning for Women Investors

April 4, 2023

For various reasons, the state of a woman’s financial security often depends on her marital status. A study from the U.S. Government Accountability Read More...

How Is Recent Volatility Affecting Money Market Funds depicts financial graphic bar chart.

How Volatility Affects Money Market Funds

March 31, 2023

This article reviews the unique features of money market funds and some of the concerns investors may have about this asset class. Presented by Read More...