Things you can do for your future as the year unfolds.

Aspects of your financial life to review as the year draws to a close.

What does inflation mean for your investments?

What does inflation mean for your investments?

The new deadline is May 17, 2021.

What you need to know to get ready for the end of the year.

Here are some things you might consider before saying goodbye to 2020.

Learn about the 6 areas of financial planning and why they’re important.

Determining how much money you need in retirement is a process. It shouldn't be a number that you pull out of thin air. Read on to learn more.

Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, depending where you are on life’s journey, certain financial moves make more sense than others. Read on to learn more.

Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.

Too many people retire without any idea of what their retirement will look like. They leave work, and they cannot figure out what to do with themselves, so they grow restless. Certainly, you do not want this to happen to you.

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March 23, down 33.9% from a record close on February 19.1

On April 17, the S&P closed at 2,874.56. In less than a month, the index rallied 28.5% from its March 23 settlement. And while past performance does not guarantee future results, there is a lesson in numbers like these.1

In the stock market, confidence can quickly erode – but it can also quickly emerge. That should not be forgotten.

As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much as you may expect. There are many good reasons to remain in the market rather than attempting to intuit or guess when and where big shifts in fortune may arrive.

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.

When markets fall as rapidly as they have over the last few weeks and the country is going into lockdown, it’s reasonable to be worried about a situation that seems unprecedented.

But let’s not panic.

Just like the trade of engineer itself, managing your finances as an engineer or technical professional takes skill.

To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by age 60? Once you have a defined motivation, a monetary goal can arise.