Social Security is one of the most important retirement benefits available to Americans, yet it remains one of the most misunderstood. Whether you’re decades away from retirement or it’s just around the corner, understanding how Social Security works can help you make better financial decisions today. Below are the top five things everyone should know about Social Security—plus a bonus look at what the future might hold.

This blog post originally came out in March of 2020, during the early days of the coronavirus pandemic. At the time, we were all trying to make sense of dramatic market swings—and the temptation to time the market was real.

While the headlines have changed, the market’s unpredictability hasn’t. Fast forward to today, and we’ve seen plenty of fresh waves of volatility—this time fueled by things like the ongoing tariff wars, geopolitical tensions, and policy uncertainty. But here’s the thing: the core principles we shared back then still hold true.

In this updated version of the original blog, we’ll revisit the timeless question: “What should I do about the volatility in the markets?” This post focuses on a common urge—timing the market—and why it rarely works out the way we hope.

Wondering how much you can put away for retirement next year? The IRS released updated contribution limits for 2025. Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.

One question we frequently get is “Do I qualify for Social Security as an educator?”. This article will shed some light on that question.

Wondering how much you can put away for retirement next year? The IRS released updated contribution limits for 2023. Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.

Wondering how much you can put away for retirement next year? The IRS released updated contribution limits for 2023. Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.

Wondering how much you can put away for retirement next year? The IRS released updated contribution limits for 2022. Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.

So many acronyms! But they represent very important considerations for you as a 401(k) or 403(b) plan sponsor. So first, what are they?

Over the last few years we have traced the evolution of regulatory fiduciary rulemaking in our newsletters. We have followed the movement from virtually no definition of a fiduciary rule to a tight definition in the previously proposed Fiduciary Rule, and then on to where we are now. And just where is that today?