Can You Protect Your Ability to Earn an Income?
May is disability awareness month. It’s a good time to remind investors about the benefits of private disability and the limitations on company-sponsored policies and government programs.
The 401(k) Millionaires Club Is Accepting New Members
The number of 401(k) millionaires rose again in 2024–an amazing investing milestone. But is $1 million a magic number?
Goal Priorities
Diamond of Life discusses the importance of setting goals. However, some people don’t know where to start. This article will show how we can help you get started with your goal-setting process.
The Fed’s Modern Tools for Monitoring the Economy
When assessing the economy, Fed officials have a number of tools that give them real-time updates. Here’s a few that you can follow, too.
Are New Look 529 Plans Worth a Second Look?
One of the biggest objections to 529 plans was the “use it or lose it” feature. However, thanks to the SECURE 2.0 Act, 529 plans are less restrictive and may be worth a second look.
Feature Article: Getting Ready for Tax Season
Most people start to get their 1099s from work by late January and their 1099-B and 1099-DIV will start to arrive a short time later. We will remind readers that CFD Tax Planning can help.
General Interest: Home Is Where the Low-Cost Mortgage Is
Roughly 80% of homeowners have a mortgage interest rate below 5%, which is making it difficult to consider moving. What will happen if interest rates trend lower?
Does the 4% Rule Still Work?
The 4% rule is a retirement rule that provides a high-level guideline for how much retirees can consider withdrawing from their accounts each year. We’ll look at the pros and cons of the rule and show why a personalized approach creates more flexibility.
12 Days of Christmas Checklist
Let’s keep the holiday spirit alive with an upbeat article with the help of the popular song “The Twelve Days of Christmas.” The checklist will include some simple–and some surprising–tasks.
Who is a Trusted Contact?
A trusted contact person is an individual who we can contact if we have concerns about your accounts. This article will help you determine the best person to select.
