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Values-Based Investing: From Trend to Strategic Alignment
You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, gaining significant traction as investors sought to align their capital with broader social and environmental goals. This rise was fueled by a growing [...]
Celebrating 529 Day: A Look at Education Savings
May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help save for future education expenses. So whether you’re considering how to set a grandchild up for college education or considering a [...]
4 Actions to Take Now to Avoid the FEGLI Trap
When you were first hired by the federal government, you were given a thick stack of papers to sign. It was probably a lot like when you went to buy your house (in that, perhaps you didn’t fully understand what you were signing). Among those papers, you were given the opportunity to sign up for Federal Employees Group Life Insurance [...]
Disability Insurance: Widening Your Family’s Safety Net
Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely on two paychecks to maintain their lifestyle, balance the mortgage, fund a child’s education, or build a [...]
Recognizing and Preventing Financial Scams on National Senior Fraud Awareness Day
This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to the FTC recorded losses of $2.4 billion, up from $1.9 billion in 2023. While wisdom has come with age, we must also recognize that [...]
Champion Your Health: Empowering Older Americans
Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, we’re taking this time to honor older Americans by demonstrating our commitment to helping our clients fulfill their vision of retirement. In 2026, the ACL’s theme [...]
Why 62 Is the Magic Age for FERS Employees to Retire
When federal employees are trying to choose a time in their life to retire, there is often some confusion because there are so many factors to consider. We often hear that 62 is the “magic” age for FERS employees to retire. Have you ever wondered why? Let’s break it down: There are three potentially significant incentives for FERS employees to [...]
Becoming Your Family’s Historian
Genealogy can be a truly fascinating hobby, and uncovering your family’s history can bring the past to life in a fresh and personal way. If you’re someone who loves history or is just interested in how your own story fits into the larger human narrative, researching your ancestry offers a meaningful way to connect with the generations that came before [...]
