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SECURE Act Changes That Matter to Small Employers

June 2020

Many people who work for small businesses don’t have access to retirement benefits. The SECURE Act includes provisions that could make it easier and more affordable for business owners to provide retirement plans and help their employees save money for retirement. Here are some of the specific rule changes that could affect small businesses starting… Read more

Do ETFs Belong in Your Portfolio?

June 2020

Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some attractive features that set them apart from mutual funds. At the end of 2019, almost $4.4 trillion in assets was invested among 2,096 ETFs. This is equivalent to more than 20% of the assets invested in mutual funds. In 2009,… Read more

Why You Might Need Disability Income Insurance

June 2020

Your ability to earn an income may be your most valuable asset. So how would you meet your financial obligations if you became sick or injured and couldn’t work? It might be harder than you think to make ends meet. According to one report, only 34% of men and 20% of women said they felt… Read more

Will vs. Trust: Know the Difference

June 2020

Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two. What Is a Will? A last will and testament is a legal document that lets you direct how your property will be dispersed (among other things) when… Read more

Managing Your Workplace Retirement Plan

June 2020

About 80 million Americans actively participate in employer-sponsored defined contribution plans such as 401(k), 403(b), and 457(b) plans.1 If you are among this group, you’ve taken a big step on the road to retirement, but as with any investment, it’s important that you understand your plan and what it can do for you. Here are… Read more

HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure

June 2020

As hundreds of companies race to develop vaccines and drug therapies that could help end the COVID-19 pandemic, news reports on successful or failed trials affect individual stock prices and can trigger swings in the broader market.1 Understandably, this highly contagious virus — and its severe economic repercussions — has a knack for stirring up… Read more

Telemedicine: The Virtual Doctor Will See You Now

May 2020

Widespread smartphone use, loosening regulations, and employers seeking health cost savings are three trends that are driving the rapid expansion of telemedicine, which allows patients to interact with doctors or nurses remotely through a website or mobile app using a secure audio or video connection. Proponents say telemedicine offers immediate access to many types of… Read more

Three Life Insurance Strategies for Small Businesses

May 2020

You may already have insurance to help support your family financially if you should pass away. But could your small business benefit from additional life insurance that would protect your employees, business partners, and their families? Here are three life insurance strategies that could play a role in your business. Group Plans Small businesses have… Read more

The Cost of Family Caregiving

May 2020

There are around 41 million family caregivers in the United States providing an estimated 34 billion hours of care to adults with limitations in daily activities. The estimated annual value of this unpaid work is $470 billion, more than all out-of-pocket spending on U.S. health care.1 As staggering as this figure may be, it is… Read more

Social Security May Offer a Lifetime of Protection

May 2020

Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance (OASDI) program — the official name of Social Security — from birth through old age. Here are four times in your life when Social Security might matter to you or the people you care about…. Read more

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