Resources

Does Gender Affect Social Security?

Does Social Security affect women differently? And if so, how does that alter the planning process? In the first segment of a two-part series, we start at the root of this question: the basics of how Social Security actually works. Read more on OneBite.

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Roundup: What Does Fiduciary Mean to You?

We asked five of our advisors to provide their own definitions of the word, “fiduciary.” Read what they had to say on OneBite.

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Should You Offer an Executive Benefit Plan?

An executive benefit plan can help you attract the best and brightest leadership to your business. However, it’s crucial to give careful thought to the design of the plan, as well as the tax and legal implications it can bring. Consider these tips on OneBite.

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Is It Time to Reassess Your Retirement Plan?

A healthy dose of caution can go a long way when it comes to selecting and keeping your retirement plan provider. Steer clear of these four red flags. Read the full story on OneBite.

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4 Tips for Navigating Your Veterans’ Benefits

Veterans’ benefits can help servicemen and women supplement their incomes, save money or put themselves into a better position in life — but they can also be exceedingly complex. These four tips can ease the process. Read the full story on OneBite.

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Investing Made Smart, Efficient, Focused: Premiums (Video)

When it comes to investing, “traditional” isn’t exactly our style. Rather than making predictions or dissecting news headlines, we focus on the factors we can control and rely on four investment principles. Learn more about the first on OneBite.

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Smart Estate Planning Strategies for Women

Did you know that on average, women live about five years longer than men? Find out how you can stay proactive and ensure your estate plan is built to last. Read the full story on OneBite.

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The Battle Over Fiduciary Standards Continues

It’s shaping up to be a big week in the regulatory world: key aspects of the Department of Labor (DOL)’s fiduciary rule take effect today, mere hours after the House cleared a bill that, if passed, would dismantle many of the Dodd-Frank reforms. Read what you should know on OneBite.

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Does Divorce Derail Retirement?

The financial complexities of divorce are challenging at any age. But toss retirement plans and years of savings into the mix, and the transition can be much trickier. Here’s how to ensure that it doesn’t derail your golden years. Read the full story on OneBite.

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Three Dos and Don’ts of 529 Plans

Monday is National 529 College Savings Day, which presents the perfect opportunity to reflect on strategies for stockpiling higher education savings. Thinking about opening a 529 plan yourself? Consider these dos and don’ts on OneBite.

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