The power of compounding interest
Category: Articles
New rules make saving for retirement easier
New rules will make saving for retirement easier. Make sure you’re setting your future self up for success.
Using Tax Preparation Software
Wondering if tax preparation software like TurboTax is truly accurate? Learn why you should double-check your numbers to avoid costly mistakes and help ensure a flawless tax return.
Wise Ways to Use Your Tax Refund
Unexpected windfalls may allow you to do a financial reset.
SECURE 2.0, retirement income and litigation risk lead the menu for 2025
Hear from the experts, including Francis’ President, Michael Francis, on the key retirement plan trends for 2025.
Avoid the Noise, Focus on the Future
Short term headlines can cause panic, but successful investing requires a long term perspective.
Tax Season Checklist
Typical forms you may need to file your taxes.
Understanding Social Security Spousal Benefits
Social Security spousal benefits provide financial support for individuals who may not have earned significant income during their careers, often due to caregiving or part-time work. These benefits are designed to ensure that spouses, including lower earners, can still receive income in retirement.
Happy Quitters Day!
Keeping those New Year’s Resolutions is hard because it requires willpower we just don’t have. But there are some retirement plan New Year’s Resolutions that are easy to keep because they don’t require any willpower.
Medical Debt Got Upgraded
Consumer Financial Protection Bureau (CFPB) will remove an estimated $49 billion in medical bills from the credit reports.
