Retirement can be an opportunity to make big changes and live out dreams shelved due to working demands. The looming question many have is - Can I afford to live my retirement dream? Provided you take time to properly plan, building a financial cushion that will...
Retirement News
Clear the haze – make your wishes clear
When was the last time you checked your retirement or supplemental retirement account(s) to verify listed beneficiary(ies) and personal information are up to date? Designating beneficiaries is an important and personal decision and keeping them updated as life changes...
Save It Forward
Contributing to the University of North Carolina Supplemental Retirement Plans today could lead to financial benefits tomorrow. TIAA financial advisors share that even a small amount could make a big difference over time. Benefits of contributing to retirement Pretax...
Don’t let market volatility get you overheated
It is understandable that many are feeling over heated with anxiety with the recent market volatility, but it is important to keep your eyes focused on the horizon. Market volatility is a good reminder to review your long-term plan and consult with a financial...
National Financial Literacy Month
April is National Financial Literacy Month (NFLM), the perfect time to learn more about managing your finances. While some financial challenges might be out of your control, financial planning can equip you to handle whatever comes your way. Financial literacy...
Spring Cleaning: Post-Pandemic Style
Spring is a time many begin to tackle projects like purging clutter to make room for something new or just freshen up the look of a space through reorganization and deep cleaning. Spring cleaning should go beyond the living space – spring clean your finances too....
Build a Retirement Income Plan That Will Last
With today’s technological advances and increased mindfulness on health and wellbeing many are living longer and healthier life spans. Today’s retirees are more likely than previous generations to have an active retirement lifestyle. So, what are the keys to building...
Don’t Get Scammed
Vigilance against scammers has heightened as security firms notice an increase in fraudulent investment solicitation and hacking during global unrest. Scammers reach out via email, text, or phone posing as representatives of a well-known company or government agency....
Into the Unknown: Secret Power to a Successful Retirement
One of the deepest fears as retirees approach the start to their retirement journey is the fear of the unknown. Donald Rumsfeld once stated that “There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things...
Give Your Retirement Plan a Raise
As we move into the new year many will be welcomed with a long-awaited Legislative Increase provided by the approved State Budget. While you may have already made plans for your new increase, it is also a key time to consider giving your retirement plan a raise by...