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  • Consolidating Retirement Image Thoughtful Man

    Is Consolidating Your Retirement Accounts a Smart Idea?

    Fifty years ago, it wasn’t at all unusual for an individual to work his or her entire adult life for the same company. Today, however, by the time they reach age 50, the average baby boomer will have held nearly twelve different jobs.1 As a result, many people find themselves juggling multiple legacy retirement accounts that they’ve maintained at previous employers.

  • The Value of a Financial Advisor

    Find out how a financial advisor can help you and your family plan for life’s expenses, including retirement plans, savings and investments.

  • Rebalancing-Your-Investment-Portfolio

    Infographic: Rebalancing Your Investment Portfolio

    Market volatility can push an investment portfolio away from its target allocation. Learn why and how to bring your investments back in line by rebalancing your portfolio.

  • The Roth Advantage

    Find out if converting to a Roth IRA could benefit you.

  • The Basics of Bonds

    Consider stocks as you approach retirement. There is less risk associated with bonds than regular stocks.

  • Women Financial Reins Image Thoughtful Woman

    Taking hold of the financial reins: How women can better prepare for tomorrow

    Whether single by choice, through loss of a spouse/partner or as a result of divorce, 9 out of 10 women will at some point in their life be solely responsible for their financial wellbeing.