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4 Critical Social Security Facts

4 Critical Social Security Facts

More than 67 million Americans (22% of the U.S. population) receive some form of Social Security. The public insurance has been laying the foundation for economic security for Americans for more than 80 years, providing help to retirees and others.

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8 Timeless Principles of Investing

8 Timeless Principles of Investing

  1. FOCUS ON WHAT YOU CAN CONTROL
  2. PUT TIME ON YOUR SIDE
  3. TUNE OUT THE NOISE
  4. DON’T TRY TO TIME MARKETS

and more.... 

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9 Investment Pitfalls

9 Investment Pitfalls

The financial markets reached record highs in 2017, reflecting a growing economy. Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate.

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. 

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Retirement Questions for Educators

Retirement Questions for Educators

As an educator contemplating the transition from work to retirement, we understand you may have several questions about when and how you can retire. This report addresses common questions and offers strategies to help you plan for a comfortable retirement. 

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Five Ways to Stay Confident in Retirement

Five Ways to Stay Confident in Retirement

Today's retirees are living longer and experiencing retirement in new ways. They’re traveling the world, learning new skills, and redefining the retirement community.

Sound expensive? It can be.

This whitepaper takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt.

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