December 1, 2017
Taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals but also the amount of taxes you'll owe next April.
September 8, 2017
Did you know that health care costs are likely to be your greatest expense during retirement? This makes it especially important to include health care costs in the equation when you consider how much money you need to save for your retirement. Today’s retirees are living much longer in retirement than their parents did—our increased life expectancy is often achieved through medical care. Here are some strategies to help you prepare.
August 31, 2017
Congress created 529 plans in 1996 in a piece of legislation that had little to do with college — the Small Business Job Protection Act.
Shurdonna Joseph and David Homa August 26, 2017
Congratulations—your child has been accepted into college! As you prepare for this exciting transition, it is likely that you have been saving for some time, and now you are ready to start withdrawing from your college savings account(s).
August 14, 2017
A topic-focused approach to planning allows us to provide advice at the time you need it most in order to help plan for major life events and financial decisions, such as saving for education, growing your family, or preparing for retirement.
August 1, 2017
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart—you may be able to reach both goals if you make some smart choices now.
June 15, 2017
The end of a marriage is also the beginning of a new financial life. Reconsidering your financial arrangements — whether or not your income will be reduced — should be a priority as you adjust to your new circumstances. The major issues demanding attention and resolution include the following.
Jack Cintorino June 14, 2017
There is a basic rule that applies to personal finance: plan ahead. But “what if” planning can provide security and preparedness when the unexpected occurs.
June 1, 2017
An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need to locate it relatively quickly.
May 17, 2017
What would happen to your company if you were unable to work due to a disability?
Marketing Analytics Manager
Vice President & Director of Mutual Funds and ETFs
Vice President & Financial Planner
Senior Financial Planner
Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr
Executive Vice President, President, Private Client Group
Senior Retirement Plan Specialist
Vice President & Senior Estate Planner
Vice President & Head of Wealth Planning
Director of Wealth Management Research
Vice President & Senior Financial Planner
Vice President, Retirement Plan Services Director
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