If you're 50+ and want to make catch-up contributions to your employer-sponsored retirement plan, this article includes details on a SECURE 2.0 Act change that may affect how those contributions are made beginning in 2026.   Starting January 1, 2026, certain...

Make your giving more meaningful, strategic, and impactful this season—and beyond.   The Spirit of the Season The holidays inspire us to reflect, connect, and give back. Whether you’re writing a check, donating food or items, or volunteering your time, thoughtful...

Retirement isn’t just an age or a date circled on the calendar—it’s the beginning of a new chapter. For some, it means travel and adventure; for others, it’s about slowing down, pursuing passions, or spending time with family. Whatever your vision, the key is having a...