Financial Wellness Center: Educational Resources

Article

March 8, 2022

Key Retirement and Tax Numbers for 2022

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement…

Sydney Teerink

Article

March 8, 2022

ETFs Are Gaining on Mutual Funds: Here’s Why

Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some…

Sydney Teerink

Article

March 8, 2022

When Buying Is Easy, Paying Later Can Be a Problem

If you shop online, you might have noticed a growing number of buy now, pay…

Sydney Teerink

Article

March 6, 2022

Retirement Strategies for Millennials

Retirement seems far away, and it feels like you have decades to prepare. But in…

Kera Hunsaker

russian invasion of ukraine market impact

Article Market Commentary

February 25, 2022

Market Bulletin: Russian Invasion of Ukraine

By Ronnie Cox, SVP, Investments, Pensionmark On February 23, 2022, after several weeks of build-up…

Renata Coimbra

Article

February 23, 2022

How does inflation affect me?

Are you saving for retirement? For your children's education? For any other long-term goal? If…

Kera Hunsaker

Article

February 21, 2022

What Rising Rates Could Mean for Your Money

As the Federal Reserve prepares to raise the federal funds rate, it's important to remember…

Kera Hunsaker

Article

February 17, 2022

How a Financial Plan Helps You Endure Market Volatility

Your portfolio may be designed to give you the best chance of achieving your financial…

Kera Hunsaker

Article

February 3, 2022

There’s Still Time to Contribute to an IRA for 2021

I forgot to contribute to my IRA last year. Is it too late? Maybe, maybe…

Kera Hunsaker

Article

January 25, 2022

Plan Ahead to Help Ease the Burden of Tax Season

Most U.S. taxpayers "completely agree" (68%) or "mostly agree" (26%) that paying their fair share…

Kera Hunsaker