A midyear retirement savings checkup is a great opportunity to review your workplace retirement plan contributions and determine whether you can save more before the end of 2026. Even small increases to your 401(k), 403(b), or 457(b) contributions may help strengthen your long-term retirement goals while allowing you to take full advantage of employer matching […]
Read MoreCategory: Uncategorized
DOL Proposes New Rule for Alternative Assets in 401(k) Plans
The U.S. Department of Labor (DOL) has proposed a new rule to clarify the steps employers should take when deciding whether to include investments that hold alternative assets in their 401(k) plans. Alternative assets include private equity, private credit, digital assets, and other investments typically reserved for high-net-worth and institutional investors, such as college endowments […]
Read MoreTariff Update 2026: Supreme Court Blocks Key Tariffs
Starting in early 2025, President Trump issued executive orders to impose tariffs on goods from nearly all trading partners under the International Emergency Economic Powers Act (IEEPA), as well as targeting industries seen as critical to national security with Section 232 of the Trade Expansion Act. Tariffs are taxes on imported goods, which the administration […]
Read MoreBill Seeks to Fix Roth Rollover Glitch
In late 2025, lawmakers in both the House and Senate reintroduced legislation to help ensure that retirement plan participants with low balances don’t lose track of their savings during a job change. The new bipartisan legislation (Retirement Rollover Flexibility Act) aims to correct this issue by improving portability for Roth assets and helping employees keep […]
Read MoreTravel Tips 2026: What U.S. Travelers Need to Know
Travel tips 2026 are more important than ever as geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines make travel more complex. Staying informed, planning ahead, and remaining flexible can help ensure a smoother trip. Geopolitical tensions One of the biggest factors shaping travel is global instability. Political unrest, military conflict, and security […]
Read MoreTax Refund Tips: 3 Smart Ways to Use Your Refund
As of April 3, 2026, the IRS issued almost 70 million income tax refunds for the 2026 filing season, with an average refund amount of $3,462, about 11% higher than last year.1 For recipients, such a sudden influx of cash raises an important question: What’s the best way to use the money? In a recent […]
Read MoreABLE Accounts Now Open to More Americans with Disabilities
ABLE (Achieving a Better Life Experience) accounts are tax-advantaged accounts that enable Americans with significant disabilities to save or invest for the future without jeopardizing eligibility for public benefits. As of January 1, 2026, eligibility has expanded to include individuals whose disability began before age 46 (previously, the disability must have begun before age 26). […]
Read MoreTrump Accounts for Children: Key Rules and 2026 Details
On December 2, 2025, the IRS issued Notice 2025-68 to provide a general overview of how Trump Accounts will work, and to address initial questions about eligible investments, distributions, reporting, and coordination with the rules applicable to other types of Individual Retirement Accounts. Key Rules Trump Accounts may be established in 2026, using IRS Form […]
Read MoreThe Sandwich Generation: Juggling Family Responsibilities
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you’ve joined the […]
Read MoreInfographic: The Cost of Moving Out of Your Parents’ House
This chart shows the monthly expenses facing young adults ages 25 to 34 in the U.S. who move out of their parents’ home and the percentage each expense consumes based on a typical income for people in this age group. Rent devours paychecks, and transportation and student debt compound costs Moving out can be a […]
Read More