Financial Education Center

Are There Parallels Between Tom Brady’s Success and Sound Portfolio Management?

Parallels can be drawn between Tom Brady’s success and longevity to sound portfolio management best practices.

The Budget and the Debt Ceiling: Federal Spending in the Crosshairs

On September 30, 2021, Congress averted a potential federal government shutdown by passing a continuing resolution to provide funding for government operations through December 3, 2021.1 This was only a temporary measure, and lawmakers will continue to wrestle with the budget for fiscal year 2022, as well as the debt ceiling, which requires action by mid-October.

Retirement Savings Tips for Millennials

If you're a millennial, retirement may barely register in your consciousness. Between paying down student loans, trying to take that first step on the housing ladder, or other financial priorities, you may have little time to think much about your life 35 years from now.

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.

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.