It is becoming increasingly common for employers to no longer offer pension benefits for retirement. Pensions are very costly to the employer as wages continue to rise and life expectancy continues to extend longer. This means that the employer may be forced to set aside larger amounts of savings or continue to pay these expenses
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Update on TD Ameritrade to Charles Schwab Conversion The transition finally occurred this month! Please note you will receive a statement from TD Ameritrade this month showing a zero balance with a transfer out, and then you’ll see a Schwab statement showing a transfer in. Through Schwab, you will continue to have online access, an
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My wife and I always had a trip to Italy at the very top of our bucket list. We were finally able to accomplish this during the summer, and it lived up to every one of our expectations. We learned a lot about the country, ourselves, and what it takes to prepare for a large
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Update on TD Ameritrade to Charles Schwab Conversion Since Charles Schwab announced the merger with TD Ameritrade on November 25, 2019, we have communicated the many stages of this process. We have reached the final stage where the transition of your account from TD Ameritrade to the Charles Schwab platform will occur. This will be
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Long-Term Care is the need of professional assistance to perform regular activities of daily living. There are six activities of daily living (ADLs) that could qualify an individual for Long-Term Care (LTC) services, including needing assistance with eating, walking/moving, bathing/showering, dressing, standing/sitting, and using the restroom. The type of care required can range from in-home
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