June 2, 2017
Four Numbers You Need to Know Now
When it comes to your finances, you might easily overlook some of the numbers that…
QUESTIONS • PREGUNTAS
FINANCIAL WELLNESS CENTER
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May 30, 2017
Calculator: Calculate Rate of Return
The rate of return (ROR), sometimes called return on investment (ROI), is the ratio of…
May 20, 2017
Are You Ready to Retire?
Here are some questions to ask yourself when deciding whether or not you are ready…
May 15, 2017
What is an ERISA fiduciary?
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who…
May 15, 2017
Is It Wise to Trade Your Pension for a Lump Sum?
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement,…
May 10, 2017
Tax Benefits of Homeownership
Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to…
May 2, 2017
Is Smart Beta a Smart Strategy for You?
Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the…
April 30, 2017
Calculator: How Long Will My Money Last?
You have worked hard to accumulate your savings. Use this calculator to determine how long…