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Insights for Plan Sponsors: Preparing for a Strong Start to 2026
Retirement Plan Sponsors 12/17/2025
As 2025 winds down, retirement plan sponsors face a critical opportunity to reflect, recalibrate, and prepare for the year ahead. December is more than a time for closing the books—it’s a strategic...
It's no secret that the topic of money can cause serious disagreements among partners and spouses. One widely cited survey found that finances are a major source of conflict for nearly a third of all...
High achievers tend to have a hard time making the jump to retirement. This may be true for a number of reasons. Some identify strongly with their work and feel concerned about their ability to move...
We've all heard the saying, "Money can't buy you happiness." And yet, if you've had a big bill come due, or you'd like to take some friends out for a nice dinner, having enough money to do these...
Have you ever known someone who is absolutely committed to getting the lowest price for gas? They're willing to drive miles out of their way to save a nickel per gallon. And they derive deep...
Back in 1992, relationship counselor John Gray published Men Are from Mars, Women Are from Venus.1 The book was a huge best-seller, not because Gray had discovered some startling new fact, but...
What's worth more, a violin with an appraised value of $10,000, or $9,000 in cash? It seems obvious. $10,000 is greater than $9,000 so clearly the violin is more valuable. However, if you need...
The gift and estate tax system is a federal transfer-tax system composed of two main taxes: gift tax, which applies to transfers made during an individual’s lifetime, and estate tax, which applies to...
Remember the story of "The Tortoise and the Hare"? This fable, attributed to the ancient Greek writer Aesop, tells the story of a running contest between one of the slowest animals and one of the...
You've seen this scenario in a dozen movies and TV shows. A group of con men want to extract a large sum of money from a wealthy victim. So, they set up a poker game. Early on they let their "mark"...