By Ronnie Cox, SVP, Investments, Pensionmark On February 23, 2022, after several weeks of build-up and anticipation, Russia began a full-scale invasion of neighboring Ukraine, launching the largest war to…
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On November 4, 2021, the IRS announced cost of living adjustments changing dollar limitations for pension plans and other retirement-related items for the tax year 2022. Here are the highlights:…
Social Security lessons According to Nationwide’s 8th Annual Social Security Consumer Survey, more than half of Americans express confidence that they know exactly how to optimize their Social Security benefits….
What is Investment Risk? Knowing the different types of investment risk can help you cope with market volatility. When was the last time you checked your retirement plan balance? If…
What is a 401(k) plan? A 401(k) plan is an employer-sponsored retirement savings plan that offers significant tax benefits while helping you plan for the future. You contribute to the…
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant…
Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point inspection guide to help you continue to get good…
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send…
If you spend any time online, you’ve probably been the target of a phishing attack. This is when a scammer pretends to be from a reputable company to get…
When planning for your financial future, especially retirement, it’s important to consider the role that Social Security can play. Watch this video to see why understanding Social Security benefits is…