Educational Series

A Different Degree of Wealth

How to Roll Over Your Employer Retirement Plan Assets

There are Two Types of Rollovers: Direct and Indirect

A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer retirement plan.r

Retirement: A New Beginning

Plan for the Life You Want in Retirement

When you think about your first day of retirement, what do you see? Are you relaxed and energized, thinking about all the wonderful new possibilities ahead? LET’S EXPLORE THE POSSIBILITIES!

How to Roll Over Your Employer Retirement Plan Assets

There are Two Types of Rollovers: Direct and Indirect

A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer retirement plan.

Women & Investing

Taking Control of Your Finances

Women face unique challenges. Whether you’re single, partnered, parenting, or planning for retirement, there’s a lot to watch out for. Understanding the financial challenges women face can better equip you.

5 Mistakes Small Business Owners Make

Taking Control of Your Finances

Women face unique challenges. Whether you’re single, partnered, parenting, or planning for retirement, there’s a lot to watch out for. Understanding the financial challenges women face can better equip you.

4 Critical Social Security Facts - Updated

What Retirees Need to Know About Social Security

More than 67 million Americans 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.

Five Ways to Stay Confident in Retirement

Retirement for the Modern-Day Retiree

Gone are the days when people worked 50 years for the same employer, retired on a predictable pension, and settled down into a quiet lifestyle.

8 Timeless Principles of Investing

A Simple 8-Step Plan to Investing

Instead of worrying about events that are out of your hands, focus on optimizing what’s in your control.