(FIrst Citizens Bank 1/12/2024)
Running a business is like a game of mental tug of war, constantly pulling your concentration back and forth. It requires balance, focus, multitasking and a well-thought-out plan. As the new year kicks off, it's the ideal time to review and potentially adjust myriad aspects of your business, from cash flow management to employee benefits.
(Chicago Sun-Times 1/8/2024)
It’s not uncommon to receive an unexpected windfall this time of year thanks to a bonus from work or a tax refund. Whatever the circumstances, it’s easy to make costly mistakes.
(Plan Sponsor 1/25/2024)
Options and features that can encourage pre-retirees to stay in-plan.
(Plan Sponsor 1/25/2024)
Options and features that can encourage pre-retirees to stay in-plan.
(AARP 12/3/2023)
Black Friday is history, but December offers bargains too
(AARP 11/17/2023)
Bargains abound, but have a plan before you hit the stores
(Plan Adviser 2/1/2024)
The 2024 survey found that advisers remain focused primarily on price and performance when it comes to helping their clients select the most appropriate fund lineup and recordkeeper for their plan.
(Plan Adviser 2/1/2024)
The 2024 survey found that advisers remain focused primarily on price and performance when it comes to helping their clients select the most appropriate fund lineup and recordkeeper for their plan.
(Plan Adviser 2/1/2024)
Plan advisers now expect more transparency from recordkeepers in listing how their fees break down, so that the plan advisers can share that information with plan sponsors to help them make more informed decisions.
(USNews 2/1/2024)
While borrowing money from friends and family can be a lower-cost way to access funds – or the only way, if you have a poor credit or no credit history – it can also create challenges for relationships.
(USNews 2/14/2024)
The Eras Tour – resale ticket prices have skyrocketed, even as the singer has continued to add more tour dates. Earlier this month, Swift unveiled a schedule for previously unannounced North American shows running through November in Miami, New Orleans, Indiana and Canada. After that, she'll take the show abroad.
The average resale ticket sold for the concert at the time of publications is $1,619, according to SeatGeek. By comparison, the average resale concert ticket this year is about $245.
(AARP 2/14/2024)
If you’re planning to join the early-bird shoppers this year, keep these tips in mind:
(USNews 2/14/2024)
You can entertain your guests – and feed them well – without breaking the bank. Keep these tips in mind:
(USNews 2/14/2024)
You can entertain your guests – and feed them well – without breaking the bank. Keep these tips in mind:
(USNews 2/14/2024)
You can entertain your guests – and feed them well – without breaking the bank. Keep these tips in mind:
(AARP 2/14/2024)
If you’re planning to join the early-bird shoppers this year, keep these tips in mind:
(AARP 2/14/2024)
If you’re planning to join the early-bird shoppers this year, keep these tips in mind:
(Family Business 4/25/2024)
For a century, Econoco Corporation has consistently evolved its business and embraced new ideas.
(Family Business 4/25/2024)
For a century, Econoco Corporation has consistently evolved its business and embraced new ideas.
(JP Morgan Chase & Co 4/25/2024)
FarmHouse Fresh – a natural skincare company that also runs an animal sanctuary – sells products from Dallas to Dubai with support from JPMorgan Chase.
(JP Morgan Chase & Co 4/25/2024)
FarmHouse Fresh – a natural skincare company that also runs an animal sanctuary – sells products from Dallas to Dubai with support from JPMorgan Chase.
(JP Morgan Chase & Co 4/25/2024)
FarmHouse Fresh – a natural skincare company that also runs an animal sanctuary – sells products from Dallas to Dubai with support from JPMorgan Chase.
(AARP 4/25/2024)
Look for bargains on everything from paper shredders to chocolate bunnies
(AARP 4/25/2024)
How to save the most money at Amazon’s spring sale
(Plan Sponsor 4/25/2024)
Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.
(Plan Sponsor 4/25/2024)
Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.
(AARP 5/1/2024)
Keep an eye out for these sales in the second half of the month, as many retailers now launch them well before the actual Memorial Day holiday. Here are some specific categories where shoppers may see some deals this May:
(AARP 5/1/2024)
Keep an eye out for these sales in the second half of the month, as many retailers now launch them well before the actual Memorial Day holiday. Here are some specific categories where shoppers may see some deals this May:
(AARP 5/1/2024)
Both ?low-cost retailers ship from China, but there are differences
(AARP 5/1/2024)
Both ?low-cost retailers ship from China, but there are differences
(AARP 5/1/2024)
March tends to be a quieter shopping month since there aren’t any major three-day weekends or shopping holidays. The deals that are available tend to tie into the change in seasons as both merchants and consumers shift into warm-weather mode.
(AARP 5/1/2024)
March tends to be a quieter shopping month since there aren’t any major three-day weekends or shopping holidays. The deals that are available tend to tie into the change in seasons as both merchants and consumers shift into warm-weather mode.
(Plan Sponsor 5/1/2024)
How the rise of CITs and passive options have changed retirement investing.
(Plan Sponsor 5/1/2024)
Since recordkeepers and advisers in many ways rely on each other, the relationship was characterized as “coopetition” by consultancy Cerulli Associates in 2022, a phrase picked up and used at industry conferences and events. How this relationship sorts itself out in the coming years will have big implications for the industry, as well as the participants it serves. Below are some of the key areas in which recordkeepers are currently playing, with the results still to come.
(USNews 5/15/2024)
Don't throw out your billfold yet. A growing movement among cities and other municipalities requires that most consumer-facing businesses continue to accept cash, and there are several reasons that it makes sense for you to consider using good old-fashioned cash for everyday purchases. Here’s a look at five of them:
(USNews 5/15/2024)
Don't throw out your billfold yet. A growing movement among cities and other municipalities requires that most consumer-facing businesses continue to accept cash, and there are several reasons that it makes sense for you to consider using good old-fashioned cash for everyday purchases. Here’s a look at five of them:
(USNews 5/15/2024)
Don't throw out your billfold yet. A growing movement among cities and other municipalities requires that most consumer-facing businesses continue to accept cash, and there are several reasons that it makes sense for you to consider using good old-fashioned cash for everyday purchases. Here’s a look at five of them:
(USNews 5/15/2024)
Asking yourself the following questions can provide a gut check to let you know how you’re doing financially and potentially reveal areas in which you might be able to make changes to get on sound financial footing.
(USNews 5/15/2024)
Providing financial assistance to adult children remains a priority for many parents. Here’s how to do it responsibly:
(AARP 5/15/2024)
While Labor Day weekend falls squarely in September this year, keep an eye out for early holiday sales at the end of August. Home Depot, for example, will launch its Labor Day sales event Aug. 24, while Etsy’s Labor Day sales will start Aug. 30. Here’s a look at some of the best things to buy in August, according to shopping experts, including where to shop and how much you could potentially save.?
(Chief Investment Officer 5/15/2024)
As institutional investors continue looking for ways to add balance to portfolios amid ongoing market volatility, some are re-examining frontier markets. While such economies carry more risks—liquidity, governance and foreign exchange, among others—they are also experiencing tailwinds that could create outsized returns.
(USNews 5/16/2024)
Increasing diversity in workplaces such as law firms requires a concerted effort at all company levels. Those initiatives include getting buy-in and support from company executives and leaders, casting a wider net for hiring and looking for ways to make sure that diverse hires see a path forward as they grow and develop in their careers.
(USNews 5/16/2024)
Increasing diversity in workplaces such as law firms requires a concerted effort at all company levels. Those initiatives include getting buy-in and support from company executives and leaders, casting a wider net for hiring and looking for ways to make sure that diverse hires see a path forward as they grow and develop in their careers.
(USNews 5/16/2024)
Residents of Hong Kong pay the highest international gas prices, with 1 gallon setting them back $11.43. Iceland comes in second at $8.91 per gallon, followed by Monaco at $8.49 per gallon.
(USBank 1/4/2024)
If your debts have become tough to manage, take the following steps to get out of the red.
(USNews 5/16/2024)
Residents of Hong Kong pay the highest international gas prices, with 1 gallon setting them back $11.43. Iceland comes in second at $8.91 per gallon, followed by Monaco at $8.49 per gallon.
(USBank 1/4/2024)
Nearly four in 10 adults who are in a marriage or partnership have kept a financial secret from their partner, and one of the most common ones is spending more money than their partner would approve of. That’s not a recipe for a successful long-term relationship — or financial plan.
A better approach is to talk about your dueling approaches to money and find common ground. Here are tips from relationship and money experts for having that conversation:
(USNews 5/16/2024)
Residents of Hong Kong pay the highest international gas prices, with 1 gallon setting them back $11.43. Iceland comes in second at $8.91 per gallon, followed by Monaco at $8.49 per gallon.
(FIrst Citizens Bank 1/4/2024)
While talking about finances not be as much fun as hanging holiday decorations or opening presents, keeping the lines of communication open around family finances is a thoughtful gift you can give the next generation and an important part of your family wealth management. There are many benefits to such a meeting, including streamlining estate planning, communicating your financial values and showing your kids the value of guidance in managing your money.
(USNews 5/16/2024)
That means that a family of four could spend $1,000 or more for a day’s – or night's – entertainment. But there are ways to lower the cost. Follow these tips to make sure you’re not overpaying for tickets:
(USBank 1/4/2024)
There are strategies that you can use to set yourself up for success, no matter what your money goals are. Try these tactics to make 2024 the year you stick to your resolutions once and for all.
(Family Business 5/16/2024)
Here's a look at eight entrepreneurial strategies that these executives say are making their businesses better.
(Family Business 5/16/2024)
Here's a look at eight entrepreneurial strategies that these executives say are making their businesses better.
(Family Business 5/16/2024)
Here's a look at eight entrepreneurial strategies that these executives say are making their businesses better.
(Plan Sponsor 11/7/2024)
One of the features that gives the SECURE 2.0 Act of 2022 so much potential to help employers improve retirement security for their plan participants is that it gives employers the ability to select from a range of optional features to better tailor their plan to meet the specific needs of their workforce.
(Plan Sponsor 11/7/2024)
One of the features that gives the SECURE 2.0 Act of 2022 so much potential to help employers improve retirement security for their plan participants is that it gives employers the ability to select from a range of optional features to better tailor their plan to meet the specific needs of their workforce.
(Plan Sponsor 11/7/2024)
One of the features that gives the SECURE 2.0 Act of 2022 so much potential to help employers improve retirement security for their plan participants is that it gives employers the ability to select from a range of optional features to better tailor their plan to meet the specific needs of their workforce.
(Plan Sponsor 11/7/2024)
Almost two decades after the Pension Protection Act of 2006 paved the way for target-date funds to become near-ubiquitous in today’s 401(k) plans, a growing number of plan sponsors are now thinking about how plans can evolve further to improve participants’ financial well-being both up to and through retirement.
(Plan Sponsor 11/7/2024)
Almost two decades after the Pension Protection Act of 2006 paved the way for target-date funds to become near-ubiquitous in today’s 401(k) plans, a growing number of plan sponsors are now thinking about how plans can evolve further to improve participants’ financial well-being both up to and through retirement.
(Plan Sponsor 11/7/2024)
Almost two decades after the Pension Protection Act of 2006 paved the way for target-date funds to become near-ubiquitous in today’s 401(k) plans, a growing number of plan sponsors are now thinking about how plans can evolve further to improve participants’ financial well-being both up to and through retirement.
(AARP 11/7/2024)
While November’s pre-Black Friday sales tend to rang?e across many categories, you can expect to see sizable discounts this month on televisions, beauty products baking supplies and other select items.
(AARP 11/7/2024)
While November’s pre-Black Friday sales tend to rang?e across many categories, you can expect to see sizable discounts this month on televisions, beauty products baking supplies and other select items.
(AARP 11/7/2024)
While November’s pre-Black Friday sales tend to rang?e across many categories, you can expect to see sizable discounts this month on televisions, beauty products baking supplies and other select items.
(AARP 11/7/2024)
While November’s pre-Black Friday sales tend to rang?e across many categories, you can expect to see sizable discounts this month on televisions, beauty products baking supplies and other select items.
(Medscape 11/7/2024)
A highly visible sign of some types of chemotherapy, temporary hair loss is a major source of stress for many patients. Cold caps might help.
(Medscape 11/7/2024)
A highly visible sign of some types of chemotherapy, temporary hair loss is a major source of stress for many patients. Cold caps might help.
(AARP 11/8/2024)
The Fed’s latest rate cut has broad implications for older Americans and the economy as a whole, potentially bringing some relief to borrowers 50 and older who are struggling amid high interest rates. Unfortunately, rate cuts also potentially mean lower returns for savers.
(AARP 11/8/2024)
October features sales on giftable items such as small kitchen appliances, lawn equipment and children’s clothing. Those aren’t the only categories that go on sale. Read on for a roundup of October’s deals.
(WebMD 11/8/2024)
Here are answers to common questions about whether health insurance covers abortion:
(Plan Sponsor 11/8/2024)
While fee compression has broadly pushed down the costs of retirement benefits, basic math still puts smaller plans at a disadvantage. Larger plans benefit from economies of scale, even if they have higher total costs, while fixed costs mean smaller plans pay more per participant.
(Plan Sponsor 11/8/2024)
While fee compression has broadly pushed down the costs of retirement benefits, basic math still puts smaller plans at a disadvantage. Larger plans benefit from economies of scale, even if they have higher total costs, while fixed costs mean smaller plans pay more per participant.
(Plan Sponsor 11/8/2024)
While fee compression has broadly pushed down the costs of retirement benefits, basic math still puts smaller plans at a disadvantage. Larger plans benefit from economies of scale, even if they have higher total costs, while fixed costs mean smaller plans pay more per participant.
(AARP 11/8/2024)
Here’s a roundup of particular items that will go on sale in September.
(AARP 11/19/2024)
Shopping experts say that visiting dollar stores and other such discounters can be a smart strategy, but some buys at dollar stores are better than others.
Keep these do’s and don’ts in mind for your next dollar store shopping trip:
(AARP 11/19/2024)
Shopping experts say that visiting dollar stores and other such discounters can be a smart strategy, but some buys at dollar stores are better than others.
Keep these do’s and don’ts in mind for your next dollar store shopping trip:
(Family Business 11/19/2024)
By last year, Gino and his father, Mike Ghilotti, 62, the current president of the 110-year-old company, were in serious discussions about how to set up Gino to take over the business one day. Gino was excited about the opportunity but was also still struggling with defining his own identity. He wanted to be intentional about the succession process,
(Plan Sponsor 11/19/2024)
Follow a step-by-step process to set, and achieve, annual goals.
(E*Trade 11/19/2024)
Brokered CDs offer more flexibility to investors who want to add a lower-risk, short-term investment to their portfolio. But it’s important to understand the potential risks.
(AARP 11/19/2024)
Here are five tips for shoppers on how to make the most of the Prime Day sale:
(AARP 11/19/2024)
Here are five tips for shoppers on how to make the most of the Prime Day sale:
(ConsumerReports.org 11/25/2024)
(CreditCards.com 6/29/2016)
(Go Banking Rates 12/7/2015)
(Discover Student Loans 11/25/2024)
(East West Bank 3/24/2016)
(Go Banking Rates 12/15/2016)
More than 43 percent of Americans recently polled by GOBankingRates said that they expected to pay more for health care costs this year, while less than 20 percent anticipated that their costs would go down. There are plenty of reasons to expect health care costs will go up: Employers are shifting a greater share of costs onto their workers, the prices of drugs and medical procedures continue to rise and our aging population has greater medical needs.
Still, there are ways to fight back against rising health care costs. Read on for 21 health care hacks that can help you slash your bills in 2016.
(Go Banking Rates 12/15/2016)
More than 43 percent of Americans recently polled by GOBankingRates said that they expected to pay more for health care costs this year, while less than 20 percent anticipated that their costs would go down. There are plenty of reasons to expect health care costs will go up: Employers are shifting a greater share of costs onto their workers, the prices of drugs and medical procedures continue to rise and our aging population has greater medical needs.
Still, there are ways to fight back against rising health care costs. Read on for 21 health care hacks that can help you slash your bills in 2016.
(The Fiscal Times 11/25/2024)
However, target-date funds may not be as “one size fits all” as savers might like to believe. “For your passive investor, the target-date fund may be giving off a false sense of security,” says Chris Hardy, director of planning and investments with Paramount Investment Advisors.
Here are five times that your target-date fund may miss the mark:
(ConsumerReports.org 12/8/2016)
For wealthy families, giving money isn't just welcome; it is a way to transfer wealth to your adult children or grandchildren while avoiding estate taxes. Plus, if they use it responsibly, you may take pleasure in seeing them enjoy it.
Follow these steps to make sure that you understand both the tax and financial planning implications of such a gesture.
(MONEY magazine 4/6/2017)
(ConsumerReports.org 4/6/2017)
(The Fiscal Times 2/1/2017)
(The Fiscal Times 3/26/2015)
Taking you Social Security Benefits at the right time can be worth thousands. Here's the truth about six common Social Security myths.
(The Fiscal Times 10/17/2014)
Even as the ranks of cord cutters grow, for the vast majority of us, cutting ties with [insert Evil Cable-Provider Name here] remains a compelling fantasy but a complicated reality.
The truth is, ditching cable is a hassle. Here are four reasons why:
(MONEY magazine 7/1/2013)
Online reviews are a great place to start looking for a new doctor or specialist. But you should dig deeper.
(MONEY magazine 12/1/2012)
If you or someone you love is thinking about a reverse mortgage, consider these questions. If you answer yes to even one, this type of loan is probably the wrong option for you.
(The Fiscal Times 1/22/2014)
Admittedly, it's a lot easier for a 50-something boomer to imagine retirement than it is for a 20-something recent grad who just landed his first full-time job. But that's no excuse for inaction. When it comes to retirement, here's what you should be doing at every age:
(MONEY magazine 5/1/2013)
Your parents probably want to age in place. The right home care is the key to making it happen.
(Financial Week 12/8/2008)
Claims under trade credit insurance, a rarely used type of insurance that covers companies' receivables losses stemming from bankrupt customers, have skyrocketed over the past year. So has corporate interest in the product.
(Financial Week 12/1/2008)
After holding relatively firm over the past year as residential mortgage delinquencies climbed steadily, default rates on commercial mortgages are starting to head higher as well. That spells more trouble ahead for banks and other lenders, although not on the scale seen in subprime mortgage lending.
(Financial Week 8/1/2008)
The credit crunch is killing the trend of using sale-leasebacks to raise capital, because frozen conditions have made it nearly impossible to get deals done.
(Folio 2/22/2018)
Many content producers responded aggressively with a (often ill-advised) “pivot to video,” while others are leaning more on social channels, where the rules continue to change. Still, despite the perception by some that print is dying and digital is the only way to survive and thrive, there are publishers who still recognize value in print.
(Folio 2/22/2018)
Many content producers responded aggressively with a (often ill-advised) “pivot to video,” while others are leaning more on social channels, where the rules continue to change. Still, despite the perception by some that print is dying and digital is the only way to survive and thrive, there are publishers who still recognize value in print.
(The Bump 2/22/2018)
Still, it’s entirely possible for a spender and a saver to find balance—even when you’re butting heads over how much to spend on baby’s first birthday. After all, there’s one big goal you both have in common, and that’s giving your kids the best life possible. Below, tips for navigating the most frequent financial conflicts parents face.
(ConsumerReports.org 2/22/2018)
Proposing to your loved one can lead to many financial bonuses—assuming the proposal leads to marriage. Here are a few of the financial benefits of getting married.
(Discover Online Banking 3/13/2018)
Still, it’s possible to learn how to plan a honeymoon on a budget so your vacation doesn’t detract from other financial commitments and priorities. These six ways to plan a honeymoon on a budget can help ensure you’re able to enjoy (and afford) your post-nuptial vacation:
(Discover Online Banking 3/13/2018)
Still, it’s possible to learn how to plan a honeymoon on a budget so your vacation doesn’t detract from other financial commitments and priorities. These six ways to plan a honeymoon on a budget can help ensure you’re able to enjoy (and afford) your post-nuptial vacation:
(ConsumerReports.org 3/13/2018)
Priced at $100 per household, the Plus program appears to compete directly with the $99 (or $13 per month) Amazon Prime membership. Here’s how the two plans stack up.
(Impact Investing Exchange 3/13/2018)
Conceived by social impact investor and developer Ron Beit, CEO of RBH Group, Teachers Village received funding via a public-private partnership that included investments from major players like Goldman Sachs and Prudential Financial as well as state and federal tax credits and a city payment in lieu of tax (PILOT) program. The $150 million project sits on five blocks that previously was mostly dilapidated buildings and parking lots near Newark’s Penn Station.
(Impactivate: The Impact Investing Exchange 3/22/2018)
Development impact bonds, or DIBs, are a financial instrument through which investors front funding for specific public projects and are repaid based on the projects’ results. They have already proven useful in education and agriculture. Now, impact investors have brought the innovative funding model to another field: healthcare.
(Discover Online Banking 3/22/2018)
Social media doesn’t have to be a total time suck, though. Using social media to help you save money is a great way to make that screen time more productive. Yep, social media could have a positive impact on your money management and financial goals.
(Chase 3/22/2018)
Cryptocurrencies like Bitcoin are frequently discussed in the media, and dinner parties. Many digital currencies experienced massive price hikes despite a bumpy ride, with several large dips along the way.
Wondering what all the fuss is about? Here are answers to five common questions about cryptocurrencies:
(Chase 4/5/2018)
While it can be tempting to splurge on a big purchase, saving some or all of the money may be a smarter move over the long term. Here are five ways that taxpayers with a household income of less than $75,000 can put that refund to good use.
(Impactivate: The Impact Investing Exchange 4/20/2018)
The February 2018 school shooting in Parkland, Florida, hasn’t just sparked a dialogue among policymakers—it has some investors considering firearms divestment, while others are seeking alternative approaches. Here’s a look at the conversation from five different perspectives.
(Impactivate: The Impact Investing Exchange 4/20/2018)
In the wake of the February 2018 school shooting in Parkland, Florida, some institutional investment funds are considering firearms company divestment.
(Consumer Reports 12/26/2017)
Online shopping guide.
(Impact Journal 12/26/2017)
On the silver screen, bringing more marginalized people into visible roles is a priority for many. While inclusivity is commonly posited as simply the right thing to do, according to the Los Angeles Times, a study on diversity in Hollywood by the Creative Artist Agency (CAA) shows that it may also be the right choice from a business perspective.
(Impact Journal 12/26/2017)
On the silver screen, bringing more marginalized people into visible roles is a priority for many. While inclusivity is commonly posited as simply the right thing to do, according to the Los Angeles Times, a study on diversity in Hollywood by the Creative Artist Agency (CAA) shows that it may also be the right choice from a business perspective.
(Essence.com 12/26/2017)
Everyone knows it’s important to see a doctor once a year to check vital signs like your blood pressure and heart rate. But what about your financial health? Keeping tabs on your “money vitals” can give you insight into whether your long-term planning is on the right path.
(Chase.com 12/8/2017)
The holidays reflect an important time for small businesses to take advantage of consumer spending and close out the year on a strong note. In this Smart Holiday Tips Series, Chase looks at different ways take advantage of the holiday surge.
(GlenMede 12/26/2017)
As the income gap between the world’s poorest and wealthiest continues to grow, efforts to narrow it have become a key focus for nonprofits and individuals looking for ways to deploy capital in order to encourage human flourishing. Identifying potential opportunities for success, these groups have begun turning their attention to the particular issues at play in Rust Belt states and post-industrial cities.
(GlenMede 12/26/2017)
As the income gap between the world’s poorest and wealthiest continues to grow, efforts to narrow it have become a key focus for nonprofits and individuals looking for ways to deploy capital in order to encourage human flourishing. Identifying potential opportunities for success, these groups have begun turning their attention to the particular issues at play in Rust Belt states and post-industrial cities.
(ConsumerReports.org 5/10/2018)
Make her proud with one of these five amazing Mother’s Day gifts. All the items below are recommended by our testers, offer great value, and rank high in our ratings.
(Farmer's Insurance 5/16/2018)
Flood coverage depends on where the water comes from. It's a little complicated, so we talked with a Farmers® agent
(The Bump 5/16/2018)
As a new parent, you’ve undoubtedly learned that your tiny bundle of joy also comes with a big bundle of bills that can quickly blow your budget. But even though you’ll be spending more on everything from diapers to clothing to make sure baby is well taken care of, it’s also important to keep putting money away for your own future. Retirement may seem like some far-off dream, yet if you cut back on saving (even temporarily), you could compromise your nest egg. Not sure how to balance it all? Here are six tips to get you started.
(Chase 5/16/2018)
Focusing on cyber security is not only good practice from a business perspective, but it's also often a legal requirement, as a growing number of state and federal laws regulate how businesses safeguard client information.
Follow these steps to ensure you've properly secured your company's data:
(ConsumerReports.org 5/30/2018)
Follow these steps to pack your suitcase like a pro.
(CNBC.com 5/30/2018)
Borrowing against home equity can be a convenient way to access cash, but it also carries risk, as millions of Americans learned in the housing crisis of 2008. If you're considering it, here's what you need to know.
(Salon.com 5/30/2018)
Eight months later, the 19-year-old is bringing in $100,000 per month selling name-brand items (think Sony and Mattel) to Amazon buyers from his home in Olympia, Wash, the retail giant’s backyard. The entrepreneur’s next million-dollar idea is to teach you how to do the same.
(WebMD 6/6/2018)
here are three main types of lung cancer, and the type and stage of cancer you have will affect the care you need. You’ll want to really get to know each person and understand what they do, because open communication is crucial to getting the best care.
(National Jeweler 1/1/2008)
America's Best Jewelers winners spread their advertising and marketing dollars across media during both good times and bad.
(Consumer Reports 6/12/2018)
You can mitigate risks by making sure you have the appropriate insurance coverage. Here are some popular summer activities and what you can do to safeguard yourself financially.
(ShandaLand 6/12/2018)
The topics of discussion will vary, depending on where you are in your relationship. Here’s a guide to the big questions you’ll need to answer, and why it’s worth having the conversation — no matter how uncomfortable it is.
(CNNMoney.com 11/25/2024)
(Impactivate: The Impact Investing Exchange 2/8/2018)
(Impactivate: The Impact Investing Exchange 2/8/2018)
(ConsumerReports.org 10/11/2017)
(CreditCards.com 7/21/2017)
(GoodRx 11/12/2021)
Long-term care insurance can cover the cost of ongoing medical services or help for a chronic medical condition or after an injury or medical event.
(GoodRx 11/12/2021)
Long-term care insurance can cover the cost of ongoing medical services or help for a chronic medical condition or after an injury or medical event.
(PlanSponsor 11/12/2021)
Retirement plan sponsors have several avenues for getting help from the IRS with general questions, technical issues and corrections.
(PlanSponsor 11/12/2021)
Retirement plan sponsors have several avenues for getting help from the IRS with general questions, technical issues and corrections.
(Fortune/Northrop Grumman 11/12/2021)
How Northrop Grumman built a culture that embraces diversity and fuels innovation.
(Fortune/Northrop Grumman 11/12/2021)
How Northrop Grumman built a culture that embraces diversity and fuels innovation.
(Morgan Stanley 11/16/2021)
How carefully navigating your personal finances and veteran benefits can help set you up for success, as you transition to civilian life.
(GoodRx 11/16/2021)
In medical cost-sharing programs, large groups of people pool their money together to pay their medical bills.
(Plan Adviser 11/16/2021)
s
If you want to cross-sell to participants, first sit down with the sponsor and sort out the rules.
(Directors & Boards 11/17/2021)
Activist investors have become even more demanding of CEO time and attention, while CEOs work to balance the other demands that come with running a company during these challenging times.
(Plan Sponsor 11/17/2021)
As the retirement planning industry has pivoted to embrace a more holistic approach to financial security in recent years, the need for employees to have emergency savings has been growing increasingly apparent.
(Mrgan Stanley 11/17/2021)
Taking profits seems like the best part of investing, but taxes can add up. Our new analytics tool can help investors tap their portfolios in tax-savvy ways.
(MagnifyMoney 11/18/2021)
Retirement Planners of America is a mid-sized financial advisory firm that specializes in retirement planning. Headquartered in Plano, Texas, the firm has more than 30 advisors across over 15 offices, which are located primarily in the Southwest. It currently holds about $4.5 billion in assets under management (AUM), and takes a relatively conservative approach to asset management, with a focus on protecting retirees and near-retirees against downside risk.
(Directors & Boards 11/18/2021)
This so-called best practice isn’t yet universal.
(Washington Post/Capital One 11/18/2021)
The pandemic blurred the lines between work and life like never before. The best employers are working with employees to find a way forward.
(ForceBrands 1/14/2021)
As COVID-19 eventually subsides with the advent of vaccines and companies begin to adjust to the “new normal,” several of the organizational design changes that the pandemic wrought will likely remain. Here’s a look at a few of them:
(Pensions & Investments 1/14/2021)
“Private markets used to be this dark and opaque space, but it’s emerging as a big landscape that includes real estate, infrastructure, natural resources, private equity and private credit,” said Nalaka De Silva, head of private market solutions at Aberdeen Standard Investments. Investment into “private markets has become a broad spectrum of activity, including growth-oriented assets, such as venture capital and growth equity, and income-generating assets across real estate, infrastructure and natural resources.
(Plan Adviser 1/14/2021)
“The first 100 days of the relationships are so important,” says Jeffrey M. Petrone, managing director, SageView Advisory Group in West Palm Beach, Florida. “You have to nail that. If you don’t, you’ll pay for it for years, and, in many cases, you’ll never get the relationship to the point you could have if you’d started off better.”
(Fortune 1/14/2021)
With continued uncertainty and market volatility, investors want a guide, someone who can help them navigate challenges and help them get back and stay on track.
(Fortune 1/14/2021)
But how can financial advisors find new clients in these times and serve their existing clients better? It’s all about being resourceful, being flexible, and making deeper connections with clients and peers.
(Bloomberg/Comcast 1/25/2021)
We talked to cybersecurity consultant Tyler Cohen Wood, former executive director of Cyber Risk and Workforce Development for CyberVista, and Shena Seneca Tharnish, VP of Cybersecurity Products at Comcast Business, about how enterprises should be rethinking their approach to cybersecurity.
(Plan Adviser 1/25/2021)
A number of advisers speaking recently at the PLANADVISER National Conference (PANC) agreed that virtual meetings are not only here for the duration of COVID-19, but may remain a preferred means to communicate with clients even after the coronavirus’ grip on our daily lives has subsided. That said, it is important to make the most of such meetings. What follow are some best practices to keep in mind.
(MagnifyMoney.com 1/25/2021)
Our ranking does not necessarily indicate which firm may be best for you, but it can help simplify the shopping experience. Look at our list below for the top firms in Houston and their key highlights:
(DIrectors & Boards 10/11/2019)
(First Citizens Bank 1/25/2021)
Technology in the food and beverage industry can be a key resource to help manufacturers streamline their operations and maintain efficiency in a competitive market. But if your software is outdated, difficult to use or not a good fit for your business's needs, it can be more of a hindrance than a help
(HealthcareInsider.com 1/25/2021)
Under the Affordable Care Act all small group and individual health insurance plans must cover these 10 essential health benefits.
(Impactivate 10/14/2019)
From the unique complexity of each initiative to the variety of players proposing solutions, industry alignment has been difficult to achieve—and the high stakes mean development cannot be rushed.
(Impactivate 10/14/2019)
From the unique complexity of each initiative to the variety of players proposing solutions, industry alignment has been difficult to achieve—and the high stakes mean development cannot be rushed.
(TD Ameritrade 2/3/2021)
The role that advisors play—and the ability to make a real difference for their clients—may be more important than ever right now. Here are seven best practices to help you re-establish the drive and passion that may have taken a backseat over the past year.
(Why This Background Check Company Wants to Hire People with Criminal Records 10/14/2019)
Here’s why Checkr believes in fair-chance hiring in such a big way.
(MagnifyMoney 2/3/2021)
Although our ranking cannot tell you which firm may be best for you, it hopefully can help make the shopping experience easier. Check out our list below for an in-depth look at the top firms in Indiana:
(The Muse 10/14/2019)
As any manager of fellow humans can attest, building a culture of trust is easier said than done. Whether you’re a manager or a team member, you can start with these steps.
(Impactivate 10/14/2019)
As the availability of data around specific investments and their impacts grows, so does investors’ ability to strategically select assets that align with their goals. Positive screening is one impact investing strategy that has benefited from this growth in data.
(Bankrate 10/14/2019)
If you’re dreaming of homeownership but don’t quite have the down payment or credit profile to make it a reality, a lease-to-buy option is one of several avenues to consider.
(Pensions & Investments 2/4/2021)
As plan sponsors — and plan participants — have sought safety and stability, they’re paying more attention to the stable value component of their portfolios, and they’re finding a market that holds plenty of opportunity, although it’s not immune to broader economic woes.
(Pensions & Investments 4/6/2020)
(Prudential 11/6/2019)
No one likes thinking about death — especially their own. But creating an estate plan, a set of documents that details what will happen to all of your assets when you pass away, provides your heirs guidance on how to follow your final wishes after you're gone.
(Staples Worklife 11/6/2019)
Subscription economy services have gone from novel to ubiquitous. Still, the business model can prove profitable for any industry—if you do it right.
(Pensions & Investments 11/6/2019)
Following the decade of low yields since the Great Recession, investors now look at their fixed-income investments to not only protect against volatility and risk, but also to deliver higher returns.
(Regions 11/6/2019)
According to a 2019 analysis by FinCEN, the real estate sector is one of the top three industries targeted for fraud. What can you do to better protect your business against payment fraud?
(Glenmede 11/6/2019)
The goal of financial inclusion is to provide access to the financial tools and services people need to improve their quality of life, from bank accounts to credit, insurance, and access to business capital.
(Family Business 6/24/2020)
Lacerta Group focuses mostly on custom plastic packaging for a variety of products, such as grocery items and consumer electronics. Mostafa, 56, was sure his company could retool its equipment to produce the kinds of face shields needed by frontline workers — from doctors to supermarket employees — across the country.
(Family Business 6/24/2020)
For a few weeks, however, business went on as usual. Then, on the morning of March 13, Juan III’s assistant called to let him know they were seeing unusual order volume. The firm typically received three large orders per day. On that morning, the orders were coming in every few minutes.
(Magnify Money 6/24/2020)
The Colony Group is a registered investment advisory firm with 240 employees across 15 offices in eight states throughout the country. It serves mostly individuals and high net worth individuals, with extra services available for professional athletes, corporate executives and multi-generational family offices. The firm has nearly $11.6 billion in assets under management (AUM).
(TD Ameritrade Institutional 6/24/2020)
Given the uncertainty around how long the crisis will last—and what type of impact it will have on the economy?advisors need to consider the cost-effectiveness of all their business decisions, both now and in the future.
(Plan Adviser 6/24/2020)
This makes it even more important for advisers to discuss potential plan errors with their clients, working with them to find and correct any issues—and to avoid them in the first place. The Department of Labor (DOL) has said that it would offer some leniency to plan sponsors that, due to COVID-19, fail to follow certain procedural requirements
(MedicareGuide.com 7/10/2020)
The amount of money you’ll need to spend on Medicare depends on several factors, including the type of coverage you choose, when you enroll, your annual income, the amount of medical services you need, and whether you have other health insurance.
(MedicareGuide.com 7/10/2020)
If you don’t have any other insurance, Medicare will always be your primary insurance. In most cases, when you have multiple forms of insurance, Medicare will still be your primary insurance.
(MedicareGuide.com 7/10/2020)
The total cost of Medicare Part D depends on several factors, including your income, when you enroll, the number and type of drugs you take, and the pharmacy you use, (whether it is in-network or preferred.
(TD Ameritrade Institutional 7/10/2020)
Canvassing for new clients right now isn't the same as prospecting when times are good. Here are four best practices to keep in mind:
(Bloomberg Business 7/10/2020)
Implementing SD-WAN can better equip businesses to meet the challenges of tomorrow, whether by easily adding new locations as an organization grows, or by enabling new digital products and services.
(First Citizens Bank 9/18/2020)
During times of plenty, when tax income is high and budgets are full, it's easy for local governments to spend as though the surplus will last forever. But given the cyclical nature of economic trends, governments need to make smart choices about their spending. This includes making sure they're prepared for leaner times. That's why it's important to think long-term when planning a government budget.
(Morgan Stanley 9/18/2020)
The coronavirus pandemic has compounded economic stress on student loan borrowers, with 59% reporting increased stress, anxiety, and depression caused by their student loans during the COVID-19 pandemic.2
The recently passed Coronavirus Aid, Relief and Economic Security (CARES) Act may provide some relief.
(Morgan Stanley 9/18/2020)
As the world begins to reopen, many of your workers are still concerned about how they will weather the storm financially. Creating or revisiting—and committing to—a spending plan can help reduce their financial stress and empower them to navigate these challenging times with greater confidence.
(Morgan Stanley 9/18/2020)
As the world begins to reopen, many of your workers are still concerned about how they will weather the storm financially. Creating or revisiting—and committing to—a spending plan can help reduce their financial stress and empower them to navigate these challenging times with greater confidence.
(Bloomberg.com 9/18/2020)
Nimble companies with a hybrid model to support office and remote workers are positioned to succeed in the post-Covid economy.
(Magnify Money 9/18/2020)
RIA Review
(Glenmede 3/19/2020)
Here is a look at three factors that have shaped the development of the sustainable retirement investment landscape.
(Folio 3/25/2020)
Since long before the digital age and
the data rush, publishers have been
collecting audience data through
proprietary surveys and polls used to
generate new editorial content and
marketing opportunities. These products
are typically built out as branded editorial
franchises, aimed at helping inform readers and increasing ad revenue with premium buys.
(PlanSponsor 3/22/2020)
But while many employers may be eager to help participants worried about outliving their income, questions remain about the best way to incorporate these features into a plan—and whether employees will actually use them.
(Glenmede 4/3/2020)
At the heart of impact investing is a dual aim: to generate social or environmental bene t and a nancial return. While that premise may sound clear enough, measuring impact investing returns is a complex undertaking. But it is critical for the industry’s continued growth.
(Discover Student Loans 12/1/2017)
