Article – Retire in Style

Smiling women discussing year-end financial results

Draft The Players Your Financial Team Needs

Take it from legendary coach Vince Lombardi: “People who work together will win, whether it be against complex football defenses, or the problems of modern society.” Similarly, a well-rounded team of professionals working in harmony can be a game changer...

Read More
A man looking seriously at a paper

Why Contribute to a Roth IRA?

Thinking about opening or contributing to a Roth IRA? Learn more about the benefits of this type of retirement account and if you may be eligible to contribute. The key benefits of Roth IRAs include: All distributions from the account can be...

Read More
Shot of a young man going over his finances at home

Three ideas for when the IRS owes you

Breaking even is the goal, but if you find yourself receiving a refund this year, consider these tax refund ideas. Invest in your future Save for retirement. Contribute to an IRA. Pay down debt. Eliminate high interest debt as soon as...

Read More
Senior couple walking their dog in park

Five Retirement Lessons from Today’s Retirees

Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are in their ability to afford a comfortable retirement. The survey results reveal lessons that today’s...

Read More