Theta Xi Fairmont State Alumni

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Are you planning to work after taking Social Security benefits? Know the rules.
08/23/2019

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Here are a few key factors to consider when naming an executor for your estate.
08/21/2019

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Consider a bucket plan to go with your bucket list.
08/19/2019

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Does it make more sense to push back , or not to retire at all?
08/16/2019

Does it make more sense to push back , or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

If you don’t have an strategy, here’s some reasons why you should.
08/12/2019

If you don’t have an strategy, here’s some reasons why you should.

Do you have an estate strategy? You should.

When it comes to investing, you may be your own worst enemy.
08/09/2019

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Deferring taxes can be a powerful investment decision. Take a minute and learn more.
08/07/2019

Deferring taxes can be a powerful investment decision. Take a minute and learn more.

Why are 401(k) plans, annuities, and IRAs so popular?

Working in Retirement: New trend or same old story?
08/05/2019

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Is your retirement portfolio subject to “sequence of returns” danger?
08/02/2019

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

It’s possible to avoid these classic traps, with a little preparation.
07/31/2019

It’s possible to avoid these classic traps, with a little preparation.

Beware of these traps that could upend your retirement.

Whether you realize it or not, you’ve allocated your assets.
07/29/2019

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequence to their future financial security.

Consider a bucket plan to go with your bucket list.
07/26/2019

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

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