Answer: Vesting occurs when you acquire ownership. Does your employer offer a retirement savings plan such as a 401(k), traditional pension, or profit-sharing plan? Did you receive a stock option grant as a year-end bonus? These employee benefits and others like them are often tied to a timeline known as a vesting schedule. The vesting
When the game isn’t going your way… Review your game plan You haven’t saved enough for retirement…or for college. Your credit card debt is spiraling. You’ve been blindsided by unexpected expenses. When your finances hit a rough patch, call a time out and review your game plan. Rethink your strategy to account for changes in
What is the forecast for college cost increases? You’ve seen the numbers–a college education is expensive. All those benefits of personal growth, expanded horizons, and increased lifetime earning power come at a price, a price that increases every year. According to the College Board’s annual Trends in College Pricing Report, for the 2015/2016 academic year,
Use our College Savings Checklist to gather information about your college savings needs while finding a balance between educational savings and other goals, such as retirement savings. Estimate what college costs may be and consider some options for reducing college costs. Download College Savings ChecklistConnect with an Advisor Download and complete our College Savings Checklist
