Our financial services blog includes information about employee benefits, wealth planning, student insurance, individual health plan solutions and more.
How to Teach My Children About Finances
Allgen Financial Advisors Jason & Paul discuss the work-for-pay system & investment in part 1 of this Money Minute series focusing on teaching children about finances.
Why Do Dimensional Fund Advisors Play Big Brother?
I got my driving license when I was 16 years old. It was my ticket to freedom. I could ask a girl to the movies and pick her up from her home. I no longer had to beg my dad for a ride. The license listed
Tax Preparation Advice: 4 Scams to Avoid This Year
With the start of the New Year, it's time to start thinking about tax preparation. During the filing season tax scammers are on the prowl. Here are the four biggest scams
5 smart ways to rid yourself of debt
Digging yourself out from under a mountain of debt can seem almost impossible, but many have done it, and you can, too. Here are five ways to rid yourself of debt to consider.
How Lower Fees Could Put Independents on Top
Asset management fees are coming down as lower-cost passive investments take center stage and calls for radical transparency in fee disclosure get louder This means change is coming to the wealth management arena as well, say industry experts How this plays out for individual advisors will depend on their technology platforms and, according to Shirl Penney, CEO of Dynasty Financial Partners , on their ability to articulate value and offer distinct services under clear pricing policies. New York-based Dynasty provides a la carte infrastructure support and related services to about 40 RIAs. For Penney, the fact of “fee pressure and the fear of margin compression” among wealth managers is “undeniable” as “the rate of innovation” in…
How to Excel When You Have Toxic Co-workers
The only person you can control is yourself, so start ignoring the obnoxious person in the next cubicle.
Financial Advice for Single Ladies
Originally posted on SheKnows.com by Samantha Paxson, Chief Experience & Marketing Officer (CXMO), CO-OP Financial Services While more than 57 million single women now live in the U.S., it’s safe to say that the majority of these ladies aren’t what our parents used to call “spinsters.” As Redbook Magazine noted recently, women can be both single and happy.... Read More »
What’s the best age to retire?
Retirement columnist BOSTON (MarketWatch)—If you’re going to do it—retire, that is—you might as well do it at the right age. And doing it at the right age, according to the authors of a soon-to-be published paper, involves a bit of homework Retiring at the optimal age should not be left to chance, according to Kenn Tacchino, a professor of taxation and financial planning at Widener University, and Patricia Tacchino, co-authors of a soon-to-be-published paper in Benefits Quarterly Rather, choosing a retirement age needs to be a rational decision that accounts for a variety of confusing and competing consideration, the Tacchinos wrote. And to reach a rational decision, the authors say, would-be retirees would benefit from…
How to Grow Your Savings Every Day This Week
Quick ways to reboost your savings this week — LearnVest Tax tips for freelancers — Lifehacker 8 reasons you need to start buying local