Employee Education

Does A Spousal IRA Fit Your Circumstances?

April 29, 2022 | posted in: Blog, Employee Education | by

If you are saving for retirement via your company’s plan, that’s great.  But what if you have a spouse who doesn’t work outside the home?  There may be an opportunity for you to contribute to a spousal IRA, which could be a tax-smart way to save for retirement in the case when one spouse isn’t working.  Read more from Bill Bischoff.

Your Credit Score – What You Need To Know

April 26, 2022 | posted in: Blog, Employee Education | by

Everyone wants a good credit score, but who knows what that score actually means?  Read what your FICO score means and how it impacts you, via Sam Rega.

Yet Another Issue Caused By COVID…

April 5, 2022 | posted in: Blog, Employee Education | by

COVID has not only had devastating effects on people’s health and well being; it has also played a role in widening the gap between women’s and men’s retirement savings. Here’s what you need to know about catching up from Carmen Reinicke.

Haven’t Filed Taxes Yet? Don’t Panic!

March 29, 2022 | posted in: Blog, Employee Education | by

The deadline to file your taxes is 4/18/22. If you haven’t filed yet, read more about what you need to know via Kate Dore. 

The earlier the better!

March 24, 2022 | posted in: Blog, Employee Education | by

Not saving more for retirement now may cost you later.  Read more about how to get started from Lorie Konish.

Not So Lovely

March 3, 2022 | posted in: Blog, Employee Education | by

Romance scams soared 80% in 2021, especially among 18-29 year-olds, as frauds involving phony crypto investments add a new twist to an age-old scam, the FTC says.  Read more from Lukas I. Alpert.