Financial Education Center

An Action Plan for Preretirees

As someone saving for their retirement, you may want to periodically revisit your investing and financial strategies as well as your timetable for retirement.

Healthcare in Retirement

Health care in retirement is available from many sources. Government programs (such as Medicaid and Medicare) offer numerous health care benefits.

How Biases Can Impact Investors’ Financial Well-Being and Significantly Alter Accumulated Wealth, Part IV

Over the last three parts, we’ve discussed how biases impact our decision-making, particularly when it comes to our investments.

Retirement Plans for Small Businesses

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you're allowed certain tax benefits for establishing an employer-sponsored retirement plan, including a tax credit for establishing the plan and a deduction for contributions you make.

Financial Literacy Month 2021: Are You on Track to Financial Wellness?

April is National Financial Literacy Month, or a month set aside to highlight the importance of sound financial behaviors. Financial literacy is understanding and employing financial skills, such as budgeting, debt management, and investing.

A Few Simple Ideas to Reduce Income Tax

Though the official tax filing deadline has been pushed back to May 17, 2021 April still has the honorable distinction of being considered “tax month” in the hearts and minds of most Americans.