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!
Is College Worth It?
Understanding the costs and benefits of college
The decision to attend college is a serious one, and it has lifelong implications. Changes in the US economy and employment market, along with a revolution in technology, are causing high school graduates and their families to carefully weigh the costs and benefits of a traditional college education.
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
Key Strategies for Small Business Success & Growth
As a business owner, you face unique challenges and opportunities when building your financial future. This special report provides insights on mistakes to avoid and steps to take for building the retirement you desire—while managing your myriad responsibilities.
4 Critical Social Security Facts
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.
