Posts Tagged ‘Retirement Planning’

Financial Wellness Programs: The Link between Health and Wealth

Posted in Community,Financial News
January 16th, 2015 at 9:19 am by Ally

The link between physical and financial health is more closely related than you might think. Your financial fitness can directly impact your health and vice-versa. According to the Financial Health Institute, three quarters of Americans report finances are the main cause of their stress. Financial stress can include the amount of savings you have, college tuition… read more

A Happy Retirement is a Healthy Retirement

Posted in Community,Retirement
January 14th, 2015 at 9:00 am by Ally

There’s nothing more important than good health. In fact, 81% of retirees say that health is the number one ingredient in a happy retirement, according to a recent study conducted by Merrill Lynch in collaboration with consulting and research firm Age Wave. Retirement is a life-long process – the daily choices you make before and… read more

New IRA Rollover Rule in 2015

Posted in Community,Products
December 15th, 2014 at 10:00 am by Ally

Earlier this year, the IRS issued clarification limiting how you can shift your IRA money around. Beginning in 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own. However, taxpayers can still make unlimited trustee-to-trustee transfers because the transferred… read more

Discovering Retirement: Retiring as a Couple

Posted in Community,Retirement
December 10th, 2014 at 12:20 pm by Ally

Retirement can oftentimes change the dynamic of a relationship. Couples who are transitioning into retirement can prepare for this new life stage by considering the various opportunities and challenges that come with it. Kevin McCormally of Kiplinger explains more about the importance of communication before and during retirement.

Discovering Retirement: Relocate or Stay Put?

Posted in Community,Retirement
December 10th, 2014 at 12:20 pm by Ally

Many retirees’ wrestle with the decision on where to live. While it may seem exciting to move to a new place in retirement that has more leisure activities, a lower cost of living or just nicer weather – many people choose to retire “in place” where their family and community is already established. So, how… read more

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