18 Dec Supply-Chain Chaos: Holiday Edition
The supply chain is the network by which products flow from the factories of suppliers to the inventories of retailers so they can ultimately be purchased by consumers. Corporate supply...
financial planner Tag
24 Nov Is a High-Deductible Health Plan Right for You?
In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also available outside the workplace through private...
19 Nov Company Stock and Your Retirement Strategy
Posted at 08:00h
in Budgeting, Economy, Insurance, Retirement, socially responsible investing, sustainable investing, Uncategorized
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include stock options or bonuses paid...
16 Nov Retirement Investors: This Back Door May Be Closing for Good
Among the many provisions in the multi-trillion-dollar legislative package being debated in Congress is a provision that would eliminate a strategy that allows high-income investors to pursue tax-free retirement income:...
12 Nov How Long Do Workers Stay with Their Employers?
Posted at 08:00h
in Budgeting, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, The Economy, Uncategorized
The median number of years that wage and salary workers had been with their current employer was 4.1 years in January 2020. However, employee tenure tends to vary based on...
09 Nov Women Face Challenges in a Post-Pandemic World
Posted at 08:00h
in Budgeting, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, The Economy, Uncategorized
The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic's impacts on women have been far-reaching and potentially long-lasting. Now that the...
05 Nov Net Price Calculators Help Gauge College Affordability
Posted at 22:50h
in Budgeting, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, The Economy
Fall is the time when many high school seniors narrow their college lists and start applying to colleges. One question that is often front and center on the minds of...
02 Nov The Budget and the Debt Ceiling: Federal Spending in the Crosshairs
On September 30, 2021, Congress averted a potential federal government shutdown by passing a continuing resolution to provide funding for government operations through December 3, 2021.1 This was only a temporary...
29 Oct Social Security’s Uncertain Future: What You Should Know
Social Security is a pay-as-you-go system, which means today's workers are paying taxes for the benefits received by today's retirees. However, demographic trends such as lower birth rates, higher retirement...
26 Oct Following the Inflation Debate
During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer Price Index for All Urban Consumers...