Education Center » Catching Up
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givingHelping your heirs get what they deserve

As the executor begins reading the last will and testament, the heirs sit on the edge of their seats. In a moment, they’ll know for sure whether Uncle James (or Dad or Grandma) left them a bundle…or left them out of the will entirely! ...read more

FinanceSpring cleaning: Time to get your retirement accounts in order

Spring is the time of year when you focus on areas of your home that need extra attention. As you sweep in the new season, now is a great time to tidy up another often-neglected area: your retirement account portfolio...read more

familyThey're getting what? Keep your beneficiaries up to date

The hypothetical situations in this article are based on actual events, and serve as cautionary examples of what could happen if you forget to keep your beneficiary designations updated...read more

LeisureGame-time decisions: Weighing the costs of being a sports fan

If you're a sports fan, you're in good company: According to Gallup, more than half of Americans describe themselves as fans1 - and for good reason. Between the roar of the crowd and the glory of watching your favorite athlete do a victory dance, there's nothing like the thrill of a good game. But this excitement can also take up a lot of your time - and money. From tickets to food to parking (not to mention those irresistible foam fingers), the costs of being a fan can add up quickly....read more

FinanceYour equity awards, when life happens

Equity-based awards can be one of the more rewarding components of your overall compensation. Like any asset, your equity compensation can be affected by major events in your life and at your company. But unlike other assets, equity compensation involves rules that aren’t always clear-cut...read more

HomeOh-so-easy: Automating your home with technology

What if you could control nearly every aspect of your home with a few taps on your smartphone or tablet? From turning off the lights to cranking up the heat, it’s all possible with today's technology - but the key is knowing how to use it...read more

LeisureLighter and brighter: Refreshing the holidays

With Thanksgiving approaching, it’s a good time to talk turkey about the upcoming holiday season. While we typically approach the holidays with happy anticipation, they can be all-consuming. In 2015, U.S. retail holiday sales were more than $626 billion, a staggering figure that is a testament to the huge effect that this time of year has both on our economy and on each of us.1...read more

familyKeeping up with the cost of college

To help keep college expenses under control, you may want to employ some down-to-earth strategies. While some well known public figures like Bill Gates, Steve Jobs, and even Ellen DeGeneres made it big without a college diploma, for most people, an advanced degree is the first stop on the path to success...read more

HealthTalking it out: A family guide to discussing retirement healthcare costs

When my mom and dad started having health problems about a decade ago, my wife and I asked, ‘Do we want to have a discussion about our own long-term care?’” recalls Dr. Ken Dychtwald. “And we both realized we didn’t, because it’s a horrible discussion to have. You know - ‘What happens if you have a stroke, or you can’t walk?’...read more

WorkMy restricted stock will vest soon - now what?

If your employer has granted you a restricted stock award, you generally have to wait until the grant vests to receive the shares. Each grant may have different vesting requirements, which are often based on a stated period of time from the grant date. Either way, you’ll have a few “to dos” as the vesting date approaches...read more

WorkConsidering an early retirement plan withdrawal? Know the pros and cons first

If you’re contributing to a 401(k), you probably know it offers tax-advantaged investing and understand that there are many benefits to delaying withdrawals until you’re eligible to retire. But to help you deal with life’s uncertainties, your plan may allow you to withdraw assets before retirement...read more

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