Beth Braverman

Yes, You Can Save for Retirement and Pay Your Student Loans

(Forbes.com 12/27/2015)

The Ultimate Guide to Downsizing Your Home

(Realtor.com 4/18/2016)

10 Non-Salary Factors to Consider When Job Seeking

(TheWeek.com 7/6/2015)

6 Reasons You're Not Getting the Promotion You Deserve

(Oprah.com 3/15/2016)

Visiting Health Clinics Leads People to Spend More

(ConsumerReports.org)

Why Your Credit Card Issuer Wants to Text You

(CreditCards.com 6/29/2016)

Don't Overpay Because Your Doctor Screwed Up Your Bill

(Go Banking Rates 12/7/2015)

What You Need to Know About 529 Qualified Expenses

(Discover Student Loans)

Ignore the 30 Percent Rule When it Comes to Rent

(Earnest 9/17/2015)

What First-Time Buyers Need to Know in 2016

(East West Bank 3/24/2016)

21 Hacks to Reduce Your Healthcare Costs This Year

(Go Banking Rates 12/15/2016)

More than 43 percent of Americans recently polled by GOBankingRates said that they expected to pay more for health care costs this year, while less than 20 percent anticipated that their costs would go down. There are plenty of reasons to expect health care costs will go up: Employers are shifting a greater share of costs onto their workers, the prices of drugs and medical procedures continue to rise and our aging population has greater medical needs. Still, there are ways to fight back against rising health care costs. Read on for 21 health care hacks that can help you slash your bills in 2016.

21 Hacks to Reduce Your Healthcare Costs This Year

(Go Banking Rates 12/15/2016)

More than 43 percent of Americans recently polled by GOBankingRates said that they expected to pay more for health care costs this year, while less than 20 percent anticipated that their costs would go down. There are plenty of reasons to expect health care costs will go up: Employers are shifting a greater share of costs onto their workers, the prices of drugs and medical procedures continue to rise and our aging population has greater medical needs. Still, there are ways to fight back against rising health care costs. Read on for 21 health care hacks that can help you slash your bills in 2016.

Target-Date Fund Investing: 5 Ways You're Doing it Wrong

(The Fiscal Times)

However, target-date funds may not be as “one size fits all” as savers might like to believe. “For your passive investor, the target-date fund may be giving off a false sense of security,” says Chris Hardy, director of planning and investments with Paramount Investment Advisors. Here are five times that your target-date fund may miss the mark:

How to Give Large Money Gifts for the Holidays

(ConsumerReports.org 12/8/2016)

For wealthy families, giving money isn't just welcome; it is a way to transfer wealth to your adult children or grandchildren while avoiding estate taxes. Plus, if they use it responsibly, you may take pleasure in seeing them enjoy it. Follow these steps to make sure that you understand both the tax and financial planning implications of such a gesture.

Mortgage Rates Are Set to Jump. Here's How to Lock in a Low Rate Now

(MONEY magazine 4/6/2017)

How to Improve Your Credit Score

(ConsumerReports.org 4/6/2017)

100 Best Jobs in America

(CNNMoney.com 4/6/2017)

A Freelancer's Guide to Filing Your Taxes

(The Fiscal Times 2/1/2017)

Where to Get a Mortgage: Bank, Credit Union, or Elsewhere

(Realtor.com 7/2/2017)

6 Popular Social Security Myths Busted

(The Fiscal Times 3/26/2015)

Taking you Social Security Benefits at the right time can be worth thousands. Here's the truth about six common Social Security myths.

4 Reasons You Won't Really Cut the Cable Cord (Yet)

(The Fiscal Times 10/17/2014)

Even as the ranks of cord cutters grow, for the vast majority of us, cutting ties with [insert Evil Cable-Provider Name here] remains a compelling fantasy but a complicated reality. The truth is, ditching cable is a hassle. Here are four reasons why:

5 Things to Know About Vetting a Doctor Online

(MONEY magazine 7/1/2013)

Online reviews are a great place to start looking for a new doctor or specialist. But you should dig deeper.

Reverse Mortgage: Is it too risky?

(MONEY magazine 12/1/2012)

If you or someone you love is thinking about a reverse mortgage, consider these questions. If you answer yes to even one, this type of loan is probably the wrong option for you.

Your Five Decade Plan for a Successful Retirement

(The Fiscal Times 1/22/2014)

Admittedly, it's a lot easier for a 50-something boomer to imagine retirement than it is for a 20-something recent grad who just landed his first full-time job. But that's no excuse for inaction. When it comes to retirement, here's what you should be doing at every age:

Help Your Parents Get the Right Home Care

(MONEY magazine 5/1/2013)

Your parents probably want to age in place. The right home care is the key to making it happen.

Biz Rushes for Insurance Against Dodgy Customers

(Financial Week 12/8/2008)

Claims under trade credit insurance, a rarely used type of insurance that covers companies' receivables losses stemming from bankrupt customers, have skyrocketed over the past year. So has corporate interest in the product.

Commercial Mortgage Delinquencies on the Rise

(Financial Week 12/1/2008)

After holding relatively firm over the past year as residential mortgage delinquencies climbed steadily, default rates on commercial mortgages are starting to head higher as well. That spells more trouble ahead for banks and other lenders, although not on the scale seen in subprime mortgage lending.

Dearth of Credit Slows Sale Leasebacks

(Financial Week 8/1/2008)

The credit crunch is killing the trend of using sale-leasebacks to raise capital, because frozen conditions have made it nearly impossible to get deals done.

http://www.foliomag.com/print-still-big-business-magazine-media/

(Folio 2/22/2018)

Many content producers responded aggressively with a (often ill-advised) “pivot to video,” while others are leaning more on social channels, where the rules continue to change. Still, despite the perception by some that print is dying and digital is the only way to survive and thrive, there are publishers who still recognize value in print.

http://www.foliomag.com/print-still-big-business-magazine-media/

(Folio 2/22/2018)

Many content producers responded aggressively with a (often ill-advised) “pivot to video,” while others are leaning more on social channels, where the rules continue to change. Still, despite the perception by some that print is dying and digital is the only way to survive and thrive, there are publishers who still recognize value in print.

Financial Conflicts Parents Face

(The Bump 2/22/2018)

Still, it’s entirely possible for a spender and a saver to find balance—even when you’re butting heads over how much to spend on baby’s first birthday. After all, there’s one big goal you both have in common, and that’s giving your kids the best life possible. Below, tips for navigating the most frequent financial conflicts parents face.

Financial Benefits of Marriage

(ConsumerReports.org 2/22/2018)

Proposing to your loved one can lead to many financial bonuses—assuming the proposal leads to marriage. Here are a few of the financial benefits of getting married.

6 Ways to Plan a Honeymoon on a Budget

(Discover Online Banking 3/13/2018)

Still, it’s possible to learn how to plan a honeymoon on a budget so your vacation doesn’t detract from other financial commitments and priorities. These six ways to plan a honeymoon on a budget can help ensure you’re able to enjoy (and afford) your post-nuptial vacation:

6 Ways to Plan a Honeymoon on a Budget

(Discover Online Banking 3/13/2018)

Still, it’s possible to learn how to plan a honeymoon on a budget so your vacation doesn’t detract from other financial commitments and priorities. These six ways to plan a honeymoon on a budget can help ensure you’re able to enjoy (and afford) your post-nuptial vacation:

Amazon Prime vs. Sam's Club Plus: The Online Shopping Face-Off

(ConsumerReports.org 3/13/2018)

Priced at $100 per household, the Plus program appears to compete directly with the $99 (or $13 per month) Amazon Prime membership. Here’s how the two plans stack up.

Teachers Village in Newark: A Case Study in Redevelopment

(Impact Investing Exchange 3/13/2018)

Conceived by social impact investor and developer Ron Beit, CEO of RBH Group, Teachers Village received funding via a public-private partnership that included investments from major players like Goldman Sachs and Prudential Financial as well as state and federal tax credits and a city payment in lieu of tax (PILOT) program. The $150 million project sits on five blocks that previously was mostly dilapidated buildings and parking lots near Newark’s Penn Station.

Healthcare Resources Get a New Tool: Development Impact Bonds

(Impactivate: The Impact Investing Exchange 3/22/2018)

Development impact bonds, or DIBs, are a financial instrument through which investors front funding for specific public projects and are repaid based on the projects’ results. They have already proven useful in education and agriculture. Now, impact investors have brought the innovative funding model to another field: healthcare.

Enhance Your Social Media Skills: 7 Ways to use Social Media to Save Money

(Discover Online Banking 3/22/2018)

Social media doesn’t have to be a total time suck, though. Using social media to help you save money is a great way to make that screen time more productive. Yep, social media could have a positive impact on your money management and financial goals.

4 Things You Need to Know About Crypto-Currency

(Chase 3/22/2018)

Cryptocurrencies like Bitcoin are frequently discussed in the media, and dinner parties. Many digital currencies experienced massive price hikes despite a bumpy ride, with several large dips along the way. Wondering what all the fuss is about? Here are answers to five common questions about cryptocurrencies:

5 Ways to Stretch Your Tax Refund

(Chase 4/5/2018)

While it can be tempting to splurge on a big purchase, saving some or all of the money may be a smarter move over the long term. Here are five ways that taxpayers with a household income of less than $75,000 can put that refund to good use.

5 Views on Firearm Divestment

(Impactivate: The Impact Investing Exchange 4/20/2018)

The February 2018 school shooting in Parkland, Florida, hasn’t just sparked a dialogue among policymakers—it has some investors considering firearms divestment, while others are seeking alternative approaches. Here’s a look at the conversation from five different perspectives.

Firearms Company Divestment: Investors Take Aim at Gun Stocks

(Impactivate: The Impact Investing Exchange 4/20/2018)

In the wake of the February 2018 school shooting in Parkland, Florida, some institutional investment funds are considering firearms company divestment.

The Art of the Online Deal

(Consumer Reports 12/26/2017)

Online shopping guide.

Diversity in Hollywood and the Business Case for Inclusivity

(Impact Journal 12/26/2017)

On the silver screen, bringing more marginalized people into visible roles is a priority for many. While inclusivity is commonly posited as simply the right thing to do, according to the Los Angeles Times, a study on diversity in Hollywood by the Creative Artist Agency (CAA) shows that it may also be the right choice from a business perspective.

Diversity in Hollywood and the Business Case for Inclusivity

(Impact Journal 12/26/2017)

On the silver screen, bringing more marginalized people into visible roles is a priority for many. While inclusivity is commonly posited as simply the right thing to do, according to the Los Angeles Times, a study on diversity in Hollywood by the Creative Artist Agency (CAA) shows that it may also be the right choice from a business perspective.

5 Signs You're Financially Fit

(Essence.com 12/26/2017)

Everyone knows it’s important to see a doctor once a year to check vital signs like your blood pressure and heart rate. But what about your financial health? Keeping tabs on your “money vitals” can give you insight into whether your long-term planning is on the right path.

How to Manage Cash Flow in the Holiday Season

(Chase.com 12/8/2017)

The holidays reflect an important time for small businesses to take advantage of consumer spending and close out the year on a strong note. In this Smart Holiday Tips Series, Chase looks at different ways take advantage of the holiday surge.

Cities in Rust Belt States May Offer Opportunities for Investors

(GlenMede 12/26/2017)

As the income gap between the world’s poorest and wealthiest continues to grow, efforts to narrow it have become a key focus for nonprofits and individuals looking for ways to deploy capital in order to encourage human flourishing. Identifying potential opportunities for success, these groups have begun turning their attention to the particular issues at play in Rust Belt states and post-industrial cities.

Cities in Rust Belt States May Offer Opportunities for Investors

(GlenMede 12/26/2017)

As the income gap between the world’s poorest and wealthiest continues to grow, efforts to narrow it have become a key focus for nonprofits and individuals looking for ways to deploy capital in order to encourage human flourishing. Identifying potential opportunities for success, these groups have begun turning their attention to the particular issues at play in Rust Belt states and post-industrial cities.

5 Great Gift Ideas for Mother's Day

(ConsumerReports.org 5/10/2018)

Make her proud with one of these five amazing Mother’s Day gifts. All the items below are recommended by our testers, offer great value, and rank high in our ratings.

Is Damage From Water In My Basement Covered By Homeowners Insurance?

(Farmer's Insurance 5/16/2018)

Flood coverage depends on where the water comes from. It's a little complicated, so we talked with a Farmers® agent

How to Raise Kids--and Still Save for Your Retirement

(The Bump 5/16/2018)

As a new parent, you’ve undoubtedly learned that your tiny bundle of joy also comes with a big bundle of bills that can quickly blow your budget. But even though you’ll be spending more on everything from diapers to clothing to make sure baby is well taken care of, it’s also important to keep putting money away for your own future. Retirement may seem like some far-off dream, yet if you cut back on saving (even temporarily), you could compromise your nest egg. Not sure how to balance it all? Here are six tips to get you started.

4 Ways to Keep Your Business Data Safe

(Chase 5/16/2018)

Focusing on cyber security is not only good practice from a business perspective, but it's also often a legal requirement, as a growing number of state and federal laws regulate how businesses safeguard client information. Follow these steps to ensure you've properly secured your company's data:

5 Steps to a Perfectly Packed Suitcase

(ConsumerReports.org 5/30/2018)

Follow these steps to pack your suitcase like a pro.

5 things you need to know before taking out a home equity loan

(CNBC.com 5/30/2018)

Borrowing against home equity can be a convenient way to access cash, but it also carries risk, as millions of Americans learned in the housing crisis of 2008. If you're considering it, here's what you need to know.

'I don't need employees. I don't need a store or a warehouse': 19-year-old online entrepreneur

(Salon.com 5/30/2018)

Eight months later, the 19-year-old is bringing in $100,000 per month selling name-brand items (think Sony and Mattel) to Amazon buyers from his home in Olympia, Wash, the retail giant’s backyard. The entrepreneur’s next million-dollar idea is to teach you how to do the same.

Who's On Your Lung Cancer Medical Team?

(WebMD 6/6/2018)

here are three main types of lung cancer, and the type and stage of cancer you have will affect the care you need. You’ll want to really get to know each person and understand what they do, because open communication is crucial to getting the best care.

Bull's Eye Advertising

(National Jeweler 1/1/2008)

America's Best Jewelers winners spread their advertising and marketing dollars across media during both good times and bad.

Insure Yourself for Summer Fun

(Consumer Reports 6/12/2018)

You can mitigate risks by making sure you have the appropriate insurance coverage. Here are some popular summer activities and what you can do to safeguard yourself financially.

Talking Money with your Honey

(ShandaLand 6/12/2018)

The topics of discussion will vary, depending on where you are in your relationship. Here’s a guide to the big questions you’ll need to answer, and why it’s worth having the conversation — no matter how uncomfortable it is.

Stressful Jobs that Pay Badly

(CNNMoney.com)

The Future of Gender-Lens Invseting: An Interview with Project Sage's Authors

(Impactivate: The Impact Investing Exchange 2/8/2018)

Fonds de Solidarite FTQ: A Case Study in Social Investing

(Impactivate: The Impact Investing Exchange 2/8/2018)

3 Tips to Picking a Gift Card

(Whataburger 2/8/2018)

The Real Impact of Financial Stress on Truckers

(Trucking Dive/FinFIt 9/19/2023)

High levels of financial insecurity are having serious ramifications for both the drivers themselves and the industry as a whole. Here’s a look at three challenges that trucker financial stress creates for the industry.

3 Tips to Picking a Gift Card

(Whataburger 2/8/2018)

3 Tips to Picking a Gift Card

(Whataburger 2/8/2018)

How to Find a Real Estate Agent: A Step-by-Step Guide

(Bankrate 9/19/2023)

There’s no shortage of agents vying for your business via online ads, yard signs and even billboards. And with so many professionals to choose from, finding the right one can feel overwhelming. Follow these seven steps to learn how to find a real estate agent who’s right for you, so that you hire the perfect pro for your purchase.

This Entrepreneur Empowers Employees to Brew an Innovative Culture

(Chase 12/4/2017)

Best Travel Credit Card of September 2023

(SFGate 9/19/2023)

But with so many travel rewards cards, including hotel and airline credit cards, on the market, it can be hard to find the right card for you. The below list of 10 of the best cards out there is a great place to start.

Do You Have Money Hanging in Your Closet? Clothes with the Best Resale Value

(USNews 9/19/2023)

Growing concerns about sustainability and a rise in online secondhand shops that make it easy to resell apparel mean more consumers – and brands – are embracing the concept of clothing resale. Plus, as inflation pushes prices up, many consumers see secondhand shopping as a way to stretch their clothing budgets.

4 Items on Deep Discount in August

(ConsumerReports.org 10/11/2017)

Is Unlimited Vacation Time a Bad or a Good Idea?

(Welcome to the Jungle 9/19/2023)

Here’s what to know if you’re thinking about moving to a new organization to that offers unlimited PTO, or if your current company is making the shift.

7 First-Time Homebuyer Mistakes to Avoid

(CNNMoney.com 6/28/2017)

How to Find the Best Mortgage Rate

(This Old House 9/22/2023)

5 Ways to Cut Your Card Debt as Interest Rates Rise

(CreditCards.com 7/21/2017)

What Is a Townhouse?

(Bankrate 10/11/2019)

8 Entrepreneurial Family businesses

(Family Business 5/16/2024)

Here's a look at eight entrepreneurial strategies that these executives say are making their businesses better.

What to Know About Diversity Equity and Inclusion at Lawfirms

(USNews 5/16/2024)

Increasing diversity in workplaces such as law firms requires a concerted effort at all company levels. Those initiatives include getting buy-in and support from company executives and leaders, casting a wider net for hiring and looking for ways to make sure that diverse hires see a path forward as they grow and develop in their careers.

A Look at Gas Prices Around the World

(USNews 5/16/2024)

Residents of Hong Kong pay the highest international gas prices, with 1 gallon setting them back $11.43. Iceland comes in second at $8.91 per gallon, followed by Monaco at $8.49 per gallon.

A Look at Gas Prices Around the World

(USNews 5/16/2024)

Residents of Hong Kong pay the highest international gas prices, with 1 gallon setting them back $11.43. Iceland comes in second at $8.91 per gallon, followed by Monaco at $8.49 per gallon.

A Look at Gas Prices Around the World

(USNews 5/16/2024)

Residents of Hong Kong pay the highest international gas prices, with 1 gallon setting them back $11.43. Iceland comes in second at $8.91 per gallon, followed by Monaco at $8.49 per gallon.

How to Get Cheap Sports and Concert Tickets

(USNews 5/16/2024)

That means that a family of four could spend $1,000 or more for a day’s – or night's – entertainment. But there are ways to lower the cost. Follow these tips to make sure you’re not overpaying for tickets:

8 Entrepreneurial Family businesses

(Family Business 5/16/2024)

Here's a look at eight entrepreneurial strategies that these executives say are making their businesses better.

8 Entrepreneurial Family businesses

(Family Business 5/16/2024)

Here's a look at eight entrepreneurial strategies that these executives say are making their businesses better.

Plan Sponsors Weigh Secure 2.0 Options

(Plan Sponsor 11/7/2024)

One of the features that gives the SECURE 2.0 Act of 2022 so much potential to help employers improve retirement security for their plan participants is that it gives employers the ability to select from a range of optional features to better tailor their plan to meet the specific needs of their workforce.

Investors See Opportunity (and Risk) in Frontier Markets

(Chief Investment Officer 5/15/2024)

As institutional investors continue looking for ways to add balance to portfolios amid ongoing market volatility, some are re-examining frontier markets. While such economies carry more risks—liquidity, governance and foreign exchange, among others—they are also experiencing tailwinds that could create outsized returns.

Plan Sponsors Weigh Secure 2.0 Options

(Plan Sponsor 11/7/2024)

One of the features that gives the SECURE 2.0 Act of 2022 so much potential to help employers improve retirement security for their plan participants is that it gives employers the ability to select from a range of optional features to better tailor their plan to meet the specific needs of their workforce.

Plan Sponsors Weigh Secure 2.0 Options

(Plan Sponsor 11/7/2024)

One of the features that gives the SECURE 2.0 Act of 2022 so much potential to help employers improve retirement security for their plan participants is that it gives employers the ability to select from a range of optional features to better tailor their plan to meet the specific needs of their workforce.

Personalization Push Persists

(Plan Sponsor 11/7/2024)

Almost two decades after the Pension Protection Act of 2006 paved the way for target-date funds to become near-ubiquitous in today’s 401(k) plans, a growing number of plan sponsors are now thinking about how plans can evolve further to improve participants’ financial well-being both up to and through retirement.

Personalization Push Persists

(Plan Sponsor 11/7/2024)

Almost two decades after the Pension Protection Act of 2006 paved the way for target-date funds to become near-ubiquitous in today’s 401(k) plans, a growing number of plan sponsors are now thinking about how plans can evolve further to improve participants’ financial well-being both up to and through retirement.

Personalization Push Persists

(Plan Sponsor 11/7/2024)

Almost two decades after the Pension Protection Act of 2006 paved the way for target-date funds to become near-ubiquitous in today’s 401(k) plans, a growing number of plan sponsors are now thinking about how plans can evolve further to improve participants’ financial well-being both up to and through retirement.

Best Things to Buy in November 2024

(AARP 11/7/2024)

While November’s pre-Black Friday sales tend to rang?e across many categories, you can expect to see sizable discounts this month on televisions, beauty products baking supplies and other select items.

Best Things to Buy in November 2024

(AARP 11/7/2024)

While November’s pre-Black Friday sales tend to rang?e across many categories, you can expect to see sizable discounts this month on televisions, beauty products baking supplies and other select items.

Best Things to Buy in November 2024

(AARP 11/7/2024)

While November’s pre-Black Friday sales tend to rang?e across many categories, you can expect to see sizable discounts this month on televisions, beauty products baking supplies and other select items.

Best Things to Buy in November 2024

(AARP 11/7/2024)

While November’s pre-Black Friday sales tend to rang?e across many categories, you can expect to see sizable discounts this month on televisions, beauty products baking supplies and other select items.

Does Cold Capping Prevent Hairloss During Chemo?

(Medscape 11/7/2024)

A highly visible sign of some types of chemotherapy, temporary hair loss is a major source of stress for many patients. Cold caps might help.

Does Cold Capping Prevent Hairloss During Chemo?

(Medscape 11/7/2024)

A highly visible sign of some types of chemotherapy, temporary hair loss is a major source of stress for many patients. Cold caps might help.

What to Know About Diversity Equity and Inclusion at Lawfirms

(USNews 5/16/2024)

Increasing diversity in workplaces such as law firms requires a concerted effort at all company levels. Those initiatives include getting buy-in and support from company executives and leaders, casting a wider net for hiring and looking for ways to make sure that diverse hires see a path forward as they grow and develop in their careers.

What Are August's Hottest Shopping Deals

(AARP 5/15/2024)

While Labor Day weekend falls squarely in September this year, keep an eye out for early holiday sales at the end of August. Home Depot, for example, will launch its Labor Day sales event Aug. 24, while Etsy’s Labor Day sales will start Aug. 30. Here’s a look at some of the best things to buy in August, according to shopping experts, including where to shop and how much you could potentially save.?

Best Things to buy in October 2024

(AARP 11/8/2024)

October features sales on giftable items such as small kitchen appliances, lawn equipment and children’s clothing. Those aren’t the only categories that go on sale. Read on for a roundup of October’s deals.

Manage My Wealth, Please

(Plan Sponsor 4/25/2024)

Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.

5 Tips for Early holiday Shoppers

(AARP 2/14/2024)

If you’re planning to join the early-bird shoppers this year, keep these tips in mind:

5 Tips for Early holiday Shoppers

(AARP 2/14/2024)

If you’re planning to join the early-bird shoppers this year, keep these tips in mind:

A Display of Versatility

(Family Business 4/25/2024)

For a century, Econoco Corporation has consistently evolved its business and embraced new ideas.

A Display of Versatility

(Family Business 4/25/2024)

For a century, Econoco Corporation has consistently evolved its business and embraced new ideas.

How a Southern Skincare Brand Is Blending Purpose and Profits

(JP Morgan Chase & Co 4/25/2024)

FarmHouse Fresh – a natural skincare company that also runs an animal sanctuary – sells products from Dallas to Dubai with support from JPMorgan Chase.

How a Southern Skincare Brand Is Blending Purpose and Profits

(JP Morgan Chase & Co 4/25/2024)

FarmHouse Fresh – a natural skincare company that also runs an animal sanctuary – sells products from Dallas to Dubai with support from JPMorgan Chase.

How a Southern Skincare Brand Is Blending Purpose and Profits

(JP Morgan Chase & Co 4/25/2024)

FarmHouse Fresh – a natural skincare company that also runs an animal sanctuary – sells products from Dallas to Dubai with support from JPMorgan Chase.

April Sprinkles Deals on Savvy Shoppers

(AARP 4/25/2024)

Look for bargains on everything from paper shredders to chocolate bunnies

The Best Deals at Amazon Spring Sales

(AARP 4/25/2024)

How to save the most money at Amazon’s spring sale

Manage My Wealth, Please

(Plan Sponsor 4/25/2024)

Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.

Best Things to buy in May

(AARP 5/1/2024)

Keep an eye out for these sales in the second half of the month, as many retailers now launch them well before the actual Memorial Day holiday. Here are some specific categories where shoppers may see some deals this May:

Help Your Kids with Finances without Jeopardizing Your Own

(USNews 5/15/2024)

Providing financial assistance to adult children remains a priority for many parents. Here’s how to do it responsibly:

Best Things to buy in May

(AARP 5/1/2024)

Keep an eye out for these sales in the second half of the month, as many retailers now launch them well before the actual Memorial Day holiday. Here are some specific categories where shoppers may see some deals this May:

What Online Shoppers Need to Know: Temu vs. Shein

(AARP 5/1/2024)

Both ?low-cost retailers ship from China, but there are differences

What Online Shoppers Need to Know: Temu vs. Shein

(AARP 5/1/2024)

Both ?low-cost retailers ship from China, but there are differences

Spring into March Bargains

(AARP 5/1/2024)

March tends to be a quieter shopping month since there aren’t any major three-day weekends or shopping holidays. The deals that are available tend to tie into the change in seasons as both merchants and consumers shift into warm-weather mode.

Spring into March Bargains

(AARP 5/1/2024)

March tends to be a quieter shopping month since there aren’t any major three-day weekends or shopping holidays. The deals that are available tend to tie into the change in seasons as both merchants and consumers shift into warm-weather mode.

401(k) World: DCIO Managers Adjust Fee to Pressures

(Plan Sponsor 5/1/2024)

How the rise of CITs and passive options have changed retirement investing.

401(k) World: Recordkeepers, Advisers, and Coopetition

(Plan Sponsor 5/1/2024)

Since recordkeepers and advisers in many ways rely on each other, the relationship was characterized as “coopetition” by consultancy Cerulli Associates in 2022, a phrase picked up and used at industry conferences and events. How this relationship sorts itself out in the coming years will have big implications for the industry, as well as the participants it serves. Below are some of the key areas in which recordkeepers are currently playing, with the results still to come.

5 Reasons Why You Should Use Cash for Everyday Purchases

(USNews 5/15/2024)

Don't throw out your billfold yet. A growing movement among cities and other municipalities requires that most consumer-facing businesses continue to accept cash, and there are several reasons that it makes sense for you to consider using good old-fashioned cash for everyday purchases. Here’s a look at five of them:

5 Reasons Why You Should Use Cash for Everyday Purchases

(USNews 5/15/2024)

Don't throw out your billfold yet. A growing movement among cities and other municipalities requires that most consumer-facing businesses continue to accept cash, and there are several reasons that it makes sense for you to consider using good old-fashioned cash for everyday purchases. Here’s a look at five of them:

5 Reasons Why You Should Use Cash for Everyday Purchases

(USNews 5/15/2024)

Don't throw out your billfold yet. A growing movement among cities and other municipalities requires that most consumer-facing businesses continue to accept cash, and there are several reasons that it makes sense for you to consider using good old-fashioned cash for everyday purchases. Here’s a look at five of them:

5 Personal Finance Questions to Ask Yourself Now

(USNews 5/15/2024)

Asking yourself the following questions can provide a gut check to let you know how you’re doing financially and potentially reveal areas in which you might be able to make changes to get on sound financial footing.

What to Know About the Fed Rate Increase

(AARP 11/8/2024)

The Fed’s latest rate cut has broad implications for older Americans and the economy as a whole, potentially bringing some relief to borrowers 50 and older who are struggling amid high interest rates. Unfortunately, rate cuts also potentially mean lower returns for savers.

Does Health Insurance Cover Abortion?

(WebMD 11/8/2024)

Here are answers to common questions about whether health insurance covers abortion:

Best Things to Buy in May 2025

(AARP 4/30/2025)

Looking to score some great discounts in May? Read on for a list of products that will likely be on sale.

Plan Sponsors Move Forward (Slowly) with SECURE 2.0

(Plan Sponsor 3/5/2025)

Even employers that have opted not to implement the SECURE 2.0 optional provisions are having in-depth discussions about concepts like student loan repayment and emergency savings, with some deciding that out-of-plan solutions are best for their populations.

Best Things to Buy in February 2025

(AARP 3/5/2025)

Read on for a list of products that will go on sale this month.

Planning for and Managing Disaster Recovery

(FIrst Citizens Bank 3/5/2025)

Natural disasters take an emotional and physical toll, and they can cause long-term financial effects. Fortunately, you can take steps—both before and after a disaster hits—to help minimize the financial damage.

Why Financial Scammers Are So Successful Targeting Doctors

(Medscape 3/12/2025)

Anyone can be susceptible to cyber-scams and identity thieves, but there are several factors that make doctors an appealing target for more sophisticated con artists.

How Much Does It Cost to Have a Baby?

(WebMD 3/12/2025)

Knowing what the costs may be can help you prepare and make sure your money is well spent. Here’s a look at the bundle of bills that might come with your new bundle of joy.

99 Great Ways to Save

(AARP 3/12/2025)

In turbulent economic times, saving a buck is more important than ever. So we consulted with professionals to get their best advice for saving on home improvements, car care, travel and more.

REtaining Older Employees? Try Flexible Options and Rewards

(World @ Work 3/12/2025)

Companies are looking to expand ways to help mature workers with decades of experience transition into a newer, more flexible retirement — and leverage the knowledge and experience that older employees possess.

REtaining Older Employees? Try Flexible Options and Rewards

(World @ Work 3/12/2025)

Companies are looking to expand ways to help mature workers with decades of experience transition into a newer, more flexible retirement — and leverage the knowledge and experience that older employees possess.

REtaining Older Employees? Try Flexible Options and Rewards

(World @ Work 3/12/2025)

Companies are looking to expand ways to help mature workers with decades of experience transition into a newer, more flexible retirement — and leverage the knowledge and experience that older employees possess.

Generational ERGs: Engaging Employees of Every Age

(World @ Work 3/12/2025)

While resource groups for women, minorities, and LGBTQ+ workers abound, there are relatively few age-focused ERGs. That could be a missed opportunity.

Best Things to Buy in May 2025

(AARP 4/30/2025)

Looking to score some great discounts in May? Read on for a list of products that will likely be on sale.

Financial Well-Being Benefits Get a Rebrand

(World @ Work 3/5/2025)

Despite more than a decade of attention and investment, financial well-being remains an area in which many organizations acknowledge that efforts to date have largely failed to yield desired outcomes.

ERISA Rules of the Road

(Plan Sponsor 4/30/2025)

In this era of record-level Employee Retirement Income Security Act litigation, it’s become even more important for plan sponsors and plan committee members to understand their roles and legal responsibilities as fiduciaries.

Best Things to Buy in April

(AARP 4/30/2025)

Deal hunters can read on for a list of products that typically go on sale in April.

The Best Things to Buy in June 2025

(AARP 5/29/2025)

Consumers will see nice discounts for Father’s Day, high school and college graduations, and wedding season, as well as some high-profile semiannual sales in June. Read on for a list of products that typically go on sale this month.

99 Great Ways to Save in 2025

(AARP 7/24/2025)

Stretch your dollars — and cut costs on groceries, travel, entertainment and more

The Best Things to buy in July 2025

(AARP 7/24/2025)

Fourth of July, Amazon Prime Day and back-to-school sales bring deals on laptops, appliances, mattresses and more

More People Have Multiple Jobs. Here's Advice for Them from Money Pros

(Barron's 7/24/2025)

At least half of all Gen Z and millennial earners have a side hustle, and many claim several income streams, according to research.

Terminated! The Risky Clause Hidden in Physician Contracts

(Medscape 7/24/2025)

A “termination without cause” clause in a contract allows either the employer or the employee to end their contract at any time, without having to give a reason for the decision. Without a reason for a firing, doctors are often left to speculate about what’s behind it, while also faced with the prospect of finding a new employer, maintaining financial solvency, and dealing with a personal sense of failure.

Growing by Slice and Shred

(Family Business 9/3/2025)

Sargento’s innovations have also helped to diversify its business. The company now also has a separate business division that produces custom cheese products for national restaurant groups and food manufacturers.

How AI Is Changing Total Rewards Functions and Roles

(World @ Work 9/3/2025)

Early adopters of AI in TR settings are showing how the technology can be used to handle tasks related to compensation, job architecture, benefits enrollment and career development — often to TR professionals’ benefit.

Takeover or Transformation? How AI Is Reshaping Jobs, the Workforce

(World @ Work 9/3/2025)

Useful guideposts exist for workforce professionals as they craft a reimagined job architecture and integrate the technology into work and rewards.

Takeover or Transformation? How AI Is Reshaping Jobs, the Workforce

(World @ Work 9/3/2025)

Useful guideposts exist for workforce professionals as they craft a reimagined job architecture and integrate the technology into work and rewards.

Financial Well-Being Benefits Get a Rebrand

(World @ Work 3/5/2025)

Despite more than a decade of attention and investment, financial well-being remains an area in which many organizations acknowledge that efforts to date have largely failed to yield desired outcomes.

Spring into March Bargains

(AARP 3/5/2025)

Here's a look at some of the best products to buy in March

Smaller Plans, Larger Costs

(Plan Sponsor 11/8/2024)

While fee compression has broadly pushed down the costs of retirement benefits, basic math still puts smaller plans at a disadvantage. Larger plans benefit from economies of scale, even if they have higher total costs, while fixed costs mean smaller plans pay more per participant.

7 Black Friday Spending Traps to Avoid

(AARP 12/10/2024)

The holidays are a time for celebrating, spending time with loved ones and enjoying the festivities of the season. Unfortunately, they’re also a time for overspending.

Smaller Plans, Larger Costs

(Plan Sponsor 11/8/2024)

While fee compression has broadly pushed down the costs of retirement benefits, basic math still puts smaller plans at a disadvantage. Larger plans benefit from economies of scale, even if they have higher total costs, while fixed costs mean smaller plans pay more per participant.

Smaller Plans, Larger Costs

(Plan Sponsor 11/8/2024)

While fee compression has broadly pushed down the costs of retirement benefits, basic math still puts smaller plans at a disadvantage. Larger plans benefit from economies of scale, even if they have higher total costs, while fixed costs mean smaller plans pay more per participant.

Best Things to Buy in September

(AARP 11/8/2024)

Here’s a roundup of particular items that will go on sale in September.

12 Dos and Don'ts of Dollar Store Shoppping

(AARP 11/19/2024)

Shopping experts say that visiting dollar stores and other such discounters can be a smart strategy, but some buys at dollar stores are better than others. Keep these do’s and don’ts in mind for your next dollar store shopping trip:

12 Dos and Don'ts of Dollar Store Shoppping

(AARP 11/19/2024)

Shopping experts say that visiting dollar stores and other such discounters can be a smart strategy, but some buys at dollar stores are better than others. Keep these do’s and don’ts in mind for your next dollar store shopping trip:

A Carefully Constructed Succession Plan

(Family Business 11/19/2024)

By last year, Gino and his father, Mike Ghilotti, 62, the current president of the 110-year-old company, were in serious discussions about how to set up Gino to take over the business one day. Gino was excited about the opportunity but was also still struggling with defining his own identity. He wanted to be intentional about the succession process,

A Strategic APpraoch

(Plan Sponsor 11/19/2024)

Follow a step-by-step process to set, and achieve, annual goals.

Understanding Brokered CDs

(E*Trade 11/19/2024)

Brokered CDs offer more flexibility to investors who want to add a lower-risk, short-term investment to their portfolio. But it’s important to understand the potential risks.

5 Tips for Amazon Prime Day Shoppers

(AARP 11/19/2024)

Here are five tips for shoppers on how to make the most of the Prime Day sale:

5 Tips for Amazon Prime Day Shoppers

(AARP 11/19/2024)

Here are five tips for shoppers on how to make the most of the Prime Day sale:

7 Black Friday Spending Traps to Avoid

(AARP 12/10/2024)

The holidays are a time for celebrating, spending time with loved ones and enjoying the festivities of the season. Unfortunately, they’re also a time for overspending.

Stop! Don't Buy These 10 Items on Black Friday

(AARP 12/10/2024)

With all the excitement surrounding Black Friday, it’s easy to get caught up in the thrill and end up overspending or making purchases that leave you with buyer’s remorse. And, unfortunately, not every item is a good buy on the biggest shopping day of the year.

Best Things to Buy in September 2024

(AARP 1/27/2025)

Here’s a roundup of particular items that will go on sale in September.

The Retirement Industry 2024

(Plan Sponsor 12/10/2024)

Over the past year, plan sponsors have continued implementing both mandated and optional plan features under the Setting Every Community Up for Retirement Enhancement Act and the SECURE 2.0 Act. At the same time, ongoing technological advancements have enabled sponsors—and the retirement industry, broadly—to explore new ways to improve plan efficiency and participant outcomes. Here is a look at the biggest trends and innovations of 2024.

Best Things to Buy in December 2024

(AARP 12/10/2024)

Read on for a roundup of the best products to buy in December.

Don't Let an Uptick in Scams Ruin Your Holidays

(USBank 1/22/2025)

Here’s a look at seven of the most prevalent scams to keep an eye out for over the holidays — and tips for how to protect your finances.

Best Things to Buy in January 2025

(AARP 1/22/2025)

If you don’t need a post-holiday shopping break, you can find deals this month on gym memberships and fitness equipment, TVs and certain home goods. Read on for a roundup of products that typically go on sale in January.

25 Great Ways to Save at Warehouse Clubs

(AARP 1/22/2025)

Still, shopping at warehouse stores can lead to overspending if you don’t have a plan. So before you clear out your trunk — or your pantry — to make room for your next warehouse club haul, read these tips to optimize your savings.

10 Things Americans Aren't Buying Anymore

(AARP 1/22/2025)

Here?'s a look at 10 products consumers spent considerably less on in 2024.

Understanding In-Plan Income FEes

(Plan Sponsor 1/27/2025)

When it comes to evaluating fees, there are not great benchmarks available, Kreps concedes, because many of the products are new, and also because the providers have differentiated themselves with structurally different solutions. But, he says, it is possible to benchmark their components, such as their target-date fund or their lifetime withdrawal benefit.

Understanding In-Plan Income FEes

(Plan Sponsor 1/27/2025)

When it comes to evaluating fees, there are not great benchmarks available, Kreps concedes, because many of the products are new, and also because the providers have differentiated themselves with structurally different solutions. But, he says, it is possible to benchmark their components, such as their target-date fund or their lifetime withdrawal benefit.

Best Things to Buy in August 2024

(AARP 1/27/2025)

Here’s what else to keep an eye out for if you’re looking for deals this month.

Strategic APproach

(Plan Sponsor 1/27/2025)

Setting yearly goals is like drawing a road map for where a benefits team wants its plan to go and helps plan sponsors prioritize their objectives. As sponsors increasingly recognize the diversity among their plan’s participants, it is becoming more common to set broad goals for the overall plan as well as specific goals for certain groups within it. That is an area where service providers can often supply valuable guidance.

Understanding Brokered CDs

(E*Trade 1/27/2025)

Brokered CDs offer more flexibility to investors who want to add a lower-risk, short-term investment to their portfolio. But it’s important to understand the potential risks.

This Is How Much it Costs to See Taylor Swift on the Eras Tour

(USNews 2/14/2024)

The Eras Tour – resale ticket prices have skyrocketed, even as the singer has continued to add more tour dates. Earlier this month, Swift unveiled a schedule for previously unannounced North American shows running through November in Miami, New Orleans, Indiana and Canada. After that, she'll take the show abroad. The average resale ticket sold for the concert at the time of publications is $1,619, according to SeatGeek. By comparison, the average resale concert ticket this year is about $245.

The Organizational Design Changes will Remain Even When Covid is Gone

(ForceBrands 1/14/2021)

As COVID-19 eventually subsides with the advent of vaccines and companies begin to adjust to the “new normal,” several of the organizational design changes that the pandemic wrought will likely remain. Here’s a look at a few of them:

When is Medicare Primary and When Is it Secondary?

(MedicareGuide.com 7/10/2020)

If you don’t have any other insurance, Medicare will always be your primary insurance. In most cases, when you have multiple forms of insurance, Medicare will still be your primary insurance.

How Much Does Medicare Part D Cost?

(MedicareGuide.com 7/10/2020)

The total cost of Medicare Part D depends on several factors, including your income, when you enroll, the number and type of drugs you take, and the pharmacy you use, (whether it is in-network or preferred.

Prospecting Amid a Pandemic: How to Get it Right

(TD Ameritrade Institutional 7/10/2020)

Canvassing for new clients right now isn't the same as prospecting when times are good. Here are four best practices to keep in mind:

Network Solutions Create Digital Agility for Business

(Bloomberg Business 7/10/2020)

Implementing SD-WAN can better equip businesses to meet the challenges of tomorrow, whether by easily adding new locations as an organization grows, or by enabling new digital products and services.

What to Do with a Surplus When Planning a Government budget

(First Citizens Bank 9/18/2020)

During times of plenty, when tax income is high and budgets are full, it's easy for local governments to spend as though the surplus will last forever. But given the cyclical nature of economic trends, governments need to make smart choices about their spending. This includes making sure they're prepared for leaner times. That's why it's important to think long-term when planning a government budget.

The Cares Act and Student Loans

(Morgan Stanley 9/18/2020)

The coronavirus pandemic has compounded economic stress on student loan borrowers, with 59% reporting increased stress, anxiety, and depression caused by their student loans during the COVID-19 pandemic.2 The recently passed Coronavirus Aid, Relief and Economic Security (CARES) Act may provide some relief.

How Financial Coaching Can Help Worried Workers

(Morgan Stanley 9/18/2020)

As the world begins to reopen, many of your workers are still concerned about how they will weather the storm financially. Creating or revisiting—and committing to—a spending plan can help reduce their financial stress and empower them to navigate these challenging times with greater confidence.

How Financial Coaching Can Help Worried Workers

(Morgan Stanley 9/18/2020)

As the world begins to reopen, many of your workers are still concerned about how they will weather the storm financially. Creating or revisiting—and committing to—a spending plan can help reduce their financial stress and empower them to navigate these challenging times with greater confidence.

The Technology You Need for a Work-from-Anywhere Future

(Bloomberg.com 9/18/2020)

Nimble companies with a hybrid model to support office and remote workers are positioned to succeed in the post-Covid economy.

RIA Review: Brighton Jones

(Magnify Money 9/18/2020)

RIA Review

In Quest for Diversification, Institutional Investors Take a New Look at Private Markets

(Pensions & Investments 1/14/2021)

“Private markets used to be this dark and opaque space, but it’s emerging as a big landscape that includes real estate, infrastructure, natural resources, private equity and private credit,” said Nalaka De Silva, head of private market solutions at Aberdeen Standard Investments. Investment into “private markets has become a broad spectrum of activity, including growth-oriented assets, such as venture capital and growth equity, and income-generating assets across real estate, infrastructure and natural resources.

Compliance when it's tough

(Plan Adviser 6/24/2020)

This makes it even more important for advisers to discuss potential plan errors with their clients, working with them to find and correct any issues—and to avoid them in the first place. The Department of Labor (DOL) has said that it would offer some leniency to plan sponsors that, due to COVID-19, fail to follow certain procedural requirements

Client Onboarding

(Plan Adviser 1/14/2021)

“The first 100 days of the relationships are so important,” says Jeffrey M. Petrone, managing director, SageView Advisory Group in West Palm Beach, Florida. “You have to nail that. If you don’t, you’ll pay for it for years, and, in many cases, you’ll never get the relationship to the point you could have if you’d started off better.”

Long-term Financial Strategies in Uncertain Times

(Fortune 1/14/2021)

With continued uncertainty and market volatility, investors want a guide, someone who can help them navigate challenges and help them get back and stay on track.

How FInancial Advisors Can Adapt and Thrive in Every Climate

(Fortune 1/14/2021)

But how can financial advisors find new clients in these times and serve their existing clients better? It’s all about being resourceful, being flexible, and making deeper connections with clients and peers.

How the New Normal is Reshaping Cyber Security

(Bloomberg/Comcast 1/25/2021)

We talked to cybersecurity consultant Tyler Cohen Wood, former executive director of Cyber Risk and Workforce Development for CyberVista, and Shena Seneca Tharnish, VP of Cybersecurity Products at Comcast Business, about how enterprises should be rethinking their approach to cybersecurity.

Cure for Virtual Meeting Fatigue

(Plan Adviser 1/25/2021)

A number of advisers speaking recently at the PLANADVISER National Conference (PANC) agreed that virtual meetings are not only here for the duration of COVID-19, but may remain a preferred means to communicate with clients even after the coronavirus’ grip on our daily lives has subsided. That said, it is important to make the most of such meetings. What follow are some best practices to keep in mind.

Best Financial Advisors in Houston

(MagnifyMoney.com 1/25/2021)

Our ranking does not necessarily indicate which firm may be best for you, but it can help simplify the shopping experience. Look at our list below for the top firms in Houston and their key highlights:

Technology in the Food & Beverage Industry

(First Citizens Bank 1/25/2021)

Technology in the food and beverage industry can be a key resource to help manufacturers streamline their operations and maintain efficiency in a competitive market. But if your software is outdated, difficult to use or not a good fit for your business's needs, it can be more of a hindrance than a help

What Are the ACA Essential Health Benefits?

(HealthcareInsider.com 1/25/2021)

Under the Affordable Care Act all small group and individual health insurance plans must cover these 10 essential health benefits.

7 Ways to Find Fulfillment If You Feel Lost

(TD Ameritrade 2/3/2021)

The role that advisors play—and the ability to make a real difference for their clients—may be more important than ever right now. Here are seven best practices to help you re-establish the drive and passion that may have taken a backseat over the past year.

Best Financial Advisors in Indiana

(MagnifyMoney 2/3/2021)

Although our ranking cannot tell you which firm may be best for you, it hopefully can help make the shopping experience easier. Check out our list below for an in-depth look at the top firms in Indiana:

How Much Does Medicare Cost

(MedicareGuide.com 7/10/2020)

The amount of money you’ll need to spend on Medicare depends on several factors, including the type of coverage you choose, when you enroll, your annual income, the amount of medical services you need, and whether you have other health insurance.

Running an Efficient Business in Turbulent Times

(TD Ameritrade Institutional 6/24/2020)

Given the uncertainty around how long the crisis will last—and what type of impact it will have on the economy?advisors need to consider the cost-effectiveness of all their business decisions, both now and in the future.

What Is Long-Term Care Insurance and Do I Need It?

(GoodRx 11/12/2021)

Long-term care insurance can cover the cost of ongoing medical services or help for a chronic medical condition or after an injury or medical event.

How to Safeguard Your Business from Payment Fraud

(Regions 11/6/2019)

According to a 2019 analysis by FinCEN, the real estate sector is one of the top three industries targeted for fraud. What can you do to better protect your business against payment fraud?

6 Ways to Dramatically Lower Your Home Insurance costs

(CNBC.com 10/11/2019)

Why Impact Measurement is the Key to the Industry's Future

(Impactivate 10/14/2019)

From the unique complexity of each initiative to the variety of players proposing solutions, industry alignment has been difficult to achieve—and the high stakes mean development cannot be rushed.

Why Impact Measurement is the Key to the Industry's Future

(Impactivate 10/14/2019)

From the unique complexity of each initiative to the variety of players proposing solutions, industry alignment has been difficult to achieve—and the high stakes mean development cannot be rushed.

The Muse

(Why This Background Check Company Wants to Hire People with Criminal Records 10/14/2019)

Here’s why Checkr believes in fair-chance hiring in such a big way.

The One Quality that Makes Every Team More Effective -- And How to Foster It

(The Muse 10/14/2019)

As any manager of fellow humans can attest, building a culture of trust is easier said than done. Whether you’re a manager or a team member, you can start with these steps.

What is Positive Screening?

(Impactivate 10/14/2019)

As the availability of data around specific investments and their impacts grows, so does investors’ ability to strategically select assets that align with their goals. Positive screening is one impact investing strategy that has benefited from this growth in data.

6 Questions to Ask About a Lease-Option to Buy a Home

(Bankrate 10/14/2019)

If you’re dreaming of homeownership but don’t quite have the down payment or credit profile to make it a reality, a lease-to-buy option is one of several avenues to consider.

Estate Planning: 7 Ways to Get Started

(Prudential 11/6/2019)

No one likes thinking about death — especially their own. But creating an estate plan, a set of documents that details what will happen to all of your assets when you pass away, provides your heirs guidance on how to follow your final wishes after you're gone.

The Subscription Economy

(Staples Worklife 11/6/2019)

Subscription economy services have gone from novel to ubiquitous. Still, the business model can prove profitable for any industry—if you do it right.

The Importance of Unconstrained and Multisector Bond Funds in Today’s Market

(Pensions & Investments 11/6/2019)

Following the decade of low yields since the Great Recession, investors now look at their fixed-income investments to not only protect against volatility and risk, but also to deliver higher returns.

What is financial inclusion?

(Glenmede 11/6/2019)

The goal of financial inclusion is to provide access to the financial tools and services people need to improve their quality of life, from bank accounts to credit, insurance, and access to business capital.

Review of The Colony Group

(Magnify Money 6/24/2020)

The Colony Group is a registered investment advisory firm with 240 employees across 15 offices in eight states throughout the country. It serves mostly individuals and high net worth individuals, with extra services available for professional athletes, corporate executives and multi-generational family offices. The firm has nearly $11.6 billion in assets under management (AUM).

3 Factors Shaping the Sustainable Investing Landscape

(Glenmede 3/19/2020)

Here is a look at three factors that have shaped the development of the sustainable retirement investment landscape.

How 4 Publishers Are Turning Surveys into Revenue

(Folio 3/25/2020)

Since long before the digital age and the data rush, publishers have been collecting audience data through proprietary surveys and polls used to generate new editorial content and marketing opportunities. These products are typically built out as branded editorial franchises, aimed at helping inform readers and increasing ad revenue with premium buys.

A Changed Perspective

(PlanSponsor 3/22/2020)

But while many employers may be eager to help participants worried about outliving their income, questions remain about the best way to incorporate these features into a plan—and whether employees will actually use them.

The Complexities of Impact Investing

(Imactivate 4/20/2020)

Vanguard review

(Magnify Money 4/2/2020)

Addressing Behavioral Finance with your Clients

(TDAI 3/19/2020)

The Forgotten Participant -- What's Missing from the DC Invesmtment Menu

(Pensions & Investments 4/6/2020)

The Coronavirus Is Taking. a Huge Toll on Workers Mental Health

(CNBC.com 4/6/2020)

Lacerta Group Answers the Call for Facemasks

(Family Business 6/24/2020)

Lacerta Group focuses mostly on custom plastic packaging for a variety of products, such as grocery items and consumer electronics. Mostafa, 56, was sure his company could retool its equipment to produce the kinds of face shields needed by frontline workers — from doctors to supermarket employees — across the country.

Flush with Success

(Family Business 6/24/2020)

For a few weeks, however, business went on as usual. Then, on the morning of March 13, Juan III’s assistant called to let him know they were seeing unusual order volume. The firm typically received three large orders per day. On that morning, the orders were coming in every few minutes.

Managing Stable Value in an Era of Heightened Risk, Uncertainty

(Pensions & Investments 2/4/2021)

As plan sponsors — and plan participants — have sought safety and stability, they’re paying more attention to the stable value component of their portfolios, and they’re finding a market that holds plenty of opportunity, although it’s not immune to broader economic woes.

What Is Long-Term Care Insurance and Do I Need It?

(GoodRx 11/12/2021)

Long-term care insurance can cover the cost of ongoing medical services or help for a chronic medical condition or after an injury or medical event.

5 Tips for Early Holiday Shopers

(AARP 2/14/2024)

If you’re planning to join the early-bird shoppers this year, keep these tips in mind:

When Should Your Children Meet Your Advisor?

(FIrst Citizens Bank 1/4/2024)

While talking about finances not be as much fun as hanging holiday decorations or opening presents, keeping the lines of communication open around family finances is a thoughtful gift you can give the next generation and an important part of your family wealth management. There are many benefits to such a meeting, including streamlining estate planning, communicating your financial values and showing your kids the value of guidance in managing your money.

How to Find the Best Mortgage Rate

(This Old House 12/20/2023)

Looking to buy—or refinance—and feeling frustrated by lenders’ sky-high interest rates? Here’s how to get the best deal

How to Find the Best Mortgage Rate

(This Old House 12/20/2023)

Looking to buy—or refinance—and feeling frustrated by lenders’ sky-high interest rates? Here’s how to get the best deal

The Real Impact of Financial Stress on Truckers

(Trucking Dive/FinFit 12/20/2023)

High levels of financial insecurity are having serious ramifications for both the drivers themselves and the industry as a whole. Here’s a look at three challenges that trucker financial stress creates for the industry.

How to Find a Good Real Estate Agent

(Bankrate 12/21/2023)

There’s no shortage of agents vying for your business via online ads, yard signs and even billboards. And with so many professionals to choose from, finding the right one can feel overwhelming. Follow these seven steps to learn how to find a good real estate agent, so that you hire the perfect pro for your purchase.

The Green Home Improvement Rebates are (Finally) Here

(USNews 12/21/2023)

The rebates are part of the Inflation Reduction Act of 2022. While the money for the rebates will come from the federal government, the states will choose how to administer payments.

Do You Have Money Hanging in Your Closet?

(USNews 12/21/2023)

Here’s a look at some of the items with the best resale value right now:

17 Restaurant Apps for Free Food and Drinks

(AARP 12/21/2023)

Here’s a look at some popular restaurant apps for free food. All of these details are subject to frequent change and are accurate as of Sept. 15, 2023.

Is Unlimited Vacation a Bad Idea?

(Welcome to the Jungle 12/21/2023)

Here’s what to know if you’re thinking about moving to a new organization to that offers unlimited PTO, or if your current company is making the shift.

How I did It: Dug My Way Out of Five Figures of Debt

(USBank 1/4/2024)

If your debts have become tough to manage, take the following steps to get out of the red.

Money Talks: How Spender/Saver Couples Can Get on the Same Financial Page

(USBank 1/4/2024)

Nearly four in 10 adults who are in a marriage or partnership have kept a financial secret from their partner, and one of the most common ones is spending more money than their partner would approve of. That’s not a recipe for a successful long-term relationship — or financial plan. A better approach is to talk about your dueling approaches to money and find common ground. Here are tips from relationship and money experts for having that conversation:

How to save More Money in 2024

(USBank 1/4/2024)

There are strategies that you can use to set yourself up for success, no matter what your money goals are. Try these tactics to make 2024 the year you stick to your resolutions once and for all.

Top Tax Breaks for Physicians

(Medscape 9/19/2023)

Here's a look at the seven top tax breaks physician respondents claimed in our tax report, so you can ensure you're making the most of the tax strategies available to you. To claim most of these options, you’ll need to itemize your deductions when filing your taxes.

Optimize Your Business for a Successful Year Ahead

(FIrst Citizens Bank 1/12/2024)

Running a business is like a game of mental tug of war, constantly pulling your concentration back and forth. It requires balance, focus, multitasking and a well-thought-out plan. As the new year kicks off, it's the ideal time to review and potentially adjust myriad aspects of your business, from cash flow management to employee benefits.

Expecting a Tax Refund or Work Bonus? Here's Ways to Make the Money LAst

(Chicago Sun-Times 1/8/2024)

It’s not uncommon to receive an unexpected windfall this time of year thanks to a bonus from work or a tax refund. Whatever the circumstances, it’s easy to make costly mistakes.

Let It Ride

(Plan Sponsor 1/25/2024)

Options and features that can encourage pre-retirees to stay in-plan.

Let It Ride

(Plan Sponsor 1/25/2024)

Options and features that can encourage pre-retirees to stay in-plan.

December's Best Shopping Deals

(AARP 12/3/2023)

Black Friday is history, but December offers bargains too

Your Black Friday and Cyber Monday Shopping Guide

(AARP 11/17/2023)

Bargains abound, but have a plan before you hit the stores

Retirement Plan Adviser survey

(Plan Adviser 2/1/2024)

The 2024 survey found that advisers remain focused primarily on price and performance when it comes to helping their clients select the most appropriate fund lineup and recordkeeper for their plan.

Retirement Plan Adviser survey

(Plan Adviser 2/1/2024)

The 2024 survey found that advisers remain focused primarily on price and performance when it comes to helping their clients select the most appropriate fund lineup and recordkeeper for their plan.

Evaluate Before You Designate

(Plan Adviser 2/1/2024)

Plan advisers now expect more transparency from recordkeepers in listing how their fees break down, so that the plan advisers can share that information with plan sponsors to help them make more informed decisions.

How to Borrow Money from Friends and Family

(USNews 2/1/2024)

While borrowing money from friends and family can be a lower-cost way to access funds – or the only way, if you have a poor credit or no credit history – it can also create challenges for relationships.

Culture of Inclusion

(DIrectors & Boards 10/11/2019)

If the Goal is Engagement

(Plan Sponsor 12/20/2023)

Plan sponsors across the board are looking for ways to boost participation rates and contribution levels. The methods they use to achieve those goals, though, vary greatly depending on the plan’s demographics and design, plus the sponsor’s available resources

How to Get Paid if Your Patient Passes On

(Medscape 9/26/2023)

The passing away of a patient comes with many challenges for physicians, including a range emotional and professional issues. Beyond those concerns, some physicians and their practices must also consider how to collect on any outstanding bill that might go unpaid after patient's death.

Getting Retirement Plan Help from the IRS

(PlanSponsor 11/12/2021)

Retirement plan sponsors have several avenues for getting help from the IRS with general questions, technical issues and corrections.

Chair and CEO: To Split or Not to Split

(Directors & Boards 11/18/2021)

This so-called best practice isn’t yet universal.

Getting Retirement Plan Help from the IRS

(PlanSponsor 11/12/2021)

Retirement plan sponsors have several avenues for getting help from the IRS with general questions, technical issues and corrections.

Helping the Careers of Women in STEM Take Flight

(Fortune/Northrop Grumman 11/12/2021)

How Northrop Grumman built a culture that embraces diversity and fuels innovation.

Helping the Careers of Women in STEM Take Flight

(Fortune/Northrop Grumman 11/12/2021)

How Northrop Grumman built a culture that embraces diversity and fuels innovation.

Taking Command of Your Financial Life: Tip for Veterans

(Morgan Stanley 11/16/2021)

How carefully navigating your personal finances and veteran benefits can help set you up for success, as you transition to civilian life.

What Is a Medical Cost-Sharing Program?

(GoodRx 11/16/2021)

In medical cost-sharing programs, large groups of people pool their money together to pay their medical bills.

How to Optimize Connections

(Plan Adviser 11/16/2021)

s If you want to cross-sell to participants, first sit down with the sponsor and sort out the rules.

Serving the CEO: The Board Can and Should Take Items Off the CEO's Plate

(Directors & Boards 11/17/2021)

Activist investors have become even more demanding of CEO time and attention, while CEOs work to balance the other demands that come with running a company during these challenging times.

The Security of SAvings

(Plan Sponsor 11/17/2021)

As the retirement planning industry has pivoted to embrace a more holistic approach to financial security in recent years, the need for employees to have emergency savings has been growing increasingly apparent.

Tax-Smart Strategies for Selling Securities

(Mrgan Stanley 11/17/2021)

Taking profits seems like the best part of investing, but taxes can add up. Our new analytics tool can help investors tap their portfolios in tax-savvy ways.

Review: Retirement Planners of America

(MagnifyMoney 11/18/2021)

Retirement Planners of America is a mid-sized financial advisory firm that specializes in retirement planning. Headquartered in Plano, Texas, the firm has more than 30 advisors across over 15 offices, which are located primarily in the Southwest. It currently holds about $4.5 billion in assets under management (AUM), and takes a relatively conservative approach to asset management, with a focus on protecting retirees and near-retirees against downside risk.

How the Most Innovative Companies Excel at Work-Life Balance

(Washington Post/Capital One 11/18/2021)

The pandemic blurred the lines between work and life like never before. The best employers are working with employees to find a way forward.

How to Get Paid if Your Patient Passes On

(Medscape 9/26/2023)

The passing away of a patient comes with many challenges for physicians, including a range emotional and professional issues. Beyond those concerns, some physicians and their practices must also consider how to collect on any outstanding bill that might go unpaid after patient's death.

What is a Bungalow Home?

(Bankrate 10/11/2019)

What Is a Multi-Family Home?

(Bankrate 10/11/2019)

Here's how to Set Boundaries When Your Kid Comes Home from School

(Discover Student Loans 12/1/2017)

The Future of Payments

(American Express 12/14/2023)

The Futur of Payments

(American Express 12/15/2023)

Here are four ways that payments are continuing to evolve - and how businesses are benefitting from their evolution.

D.C. Is Now Enforcing Its Cashless Business Ban - What That Means for You

(USNews 12/15/2023)

The new law represents backlash by cities against the growing share of businesses that want to accept only noncash.

How Annuities Can Help You Live Your Best Retirement

(E*Trade 12/15/2023)

One surprise no one wants during their golden years is learning that their savings won't last as long as anticipated.

How Much to Tip a Holiday Photographer

(USNews 12/15/2023)

Shuttterflies don't traditionally get tipped, but if you want to give one, this is a great time to do it.

Are You a Mini Millioinaire

(USNews 12/19/2023)

Amassing a seven-figure net worth used to be a goal that most Americans were unlikely to achieve but these days, more people than ever have reached that status.

How Automation and AI in Financial Planning Affect You

(USNews 12/19/2023)

Automation can be a powerful tool – and it might just create competitive pricing among financial advisors.

How Automation and AI in Financial Planning Affect You

(USNews 12/19/2023)

Automation can be a powerful tool – and it might just create competitive pricing among financial advisors.

7 Rules for Reading Your Kids Text Messages

(Good Housekeeping 9/11/2025)

I know what side I’m on, but what do experts think are best practices for monitoring your kids’ digital communications? I got in touch with several to find out.