Financial Wellness Center

Nov 02, 2017

Watch this video to learn more about World Investment Advisors Financial Wellness Program. The Program includes the following: SMARTMap...

Oct 27, 2017

Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social...

Oct 01, 2017

Packing your bags for retirement? The location decision should go beyond financial considerations of cost of living and taxes. One of the natural...

Sep 30, 2017

As more workers plan to continue working later in life, at more organizations, the ability to preserve their nest egg and keep it growing when they...

Aug 01, 2017

Target date funds offer a diversified mix of equities and fixed income, that rebalance over time. No matter where you are on your lifepath, from the...

Jul 02, 2017

10,000 baby boomers will be age 65 tomorrow, the age for retirement, but not all have optimized their financial future. It's not too late to...

Jun 02, 2017

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might...

May 20, 2017

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It may be obvious, but the...

May 15, 2017

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other...

May 15, 2017

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution...

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