Bank with Certainty

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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Exes, Stepchildren and Your Will: A Cautionary Tale | Kiplinger Don’t be like Bob. After his divorce, he failed to update his estate plan, which listed his stepdaughter as a beneficiary.

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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7 Reasons You're Putting Off Writing a Will and How to Overcome Them It's an important task that is easy to procrastinate, but here's why you shouldn't

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

Social Security: Full Retirement Age Won’t Change Again After 2022 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)...

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

Is Generation X Truly Ready For Retirement? – InsuranceNewsNet 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.

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.

Here’s How Much 401(k) Plan Fees Have Dropped 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.

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.

401(k) or IRA? You Can Leverage Both Save for retirement with a 401(k) and IRA.

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