Bank with Certainty

05/20/2022

A divorce can be a very messy experience. But it can be an even messier experience if you don’t update your estate plan during a divorce.
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Don’t be like Bob. After his divorce, he failed to update his estate plan, which listed his stepdaughter as a beneficiary.

05/16/2022

There are plenty of bad reasons for not writing or updating your will. Here’s how to get down to business with your estate plan. Your loved ones will thank you.
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It's an important task that is easy to procrastinate, but here's why you shouldn't

04/23/2022

For the first time in six years, the retirement age has stopped increasing. Learn how the new retirement age in 2022 affects your benefits.

If you are preparing for retirement and were born after 1960, you'll want to be prepared to wait until you are 67 years old to claim Social Security benefits. That's because full retirement age (FRA)...

04/20/2022

Surveys show that Generation X feels less prepared for retirement than previous generations did at the same age. What makes their circumstances different?

New research by the Society of Actuaries Research Institute finds that Gen Xers do not appear to be as well prepared as older generations for retirement.

04/17/2022

Did you know that the costs associated with 401(k) plans have been on the decline? Learn how much fees have dropped year-over-year and how this may help your long-term savings.

For both small and large retirement plans, average total plan costs for 401(k)s continued to decline in 2021, with plan investment fees leading the way, according to the latest edition of the 401k Averages Book.

04/14/2022

Most people saving for retirement choose a 401(k) or IRA, but what if you can use both? This week's email covers what you need to know about a combined savings strategy and who can leverage it.

Save for retirement with a 401(k) and IRA.

04/11/2022

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04/07/2022

04/07/2022

04/07/2022