For 25 years, Oklahoma families have been using Oklahoma 529 to save for their children’s education. As we celebrate this ...

Maximize your retirement savings with a Cash Balance Plan – a hybrid pension option tailored for small businesses.

"Well, it's based on the 4% rule, which is where you can withdraw 4% of your portfolio every year without running out of ...

The impact of 529 assets on a beneficiary’s financial aid package depends on who owns the account. As outlined above, if the ...

Missing from the property tax relief debate has been specific information about what each plan might save the average Hoosier ...

The two primary types of retirement accounts you may encounter are 401 (k) plans and individual retirement accounts (IRAs).

According to the American Express 2025 Global Travel Trends Report, 74% of people plan to take between one and three domestic ...

Historically, the S&P 500 has averaged an annual return of around 10%. For the sake of being conservative, in the table below ...

This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

A proposed rule from the Federal Retirement Thrift Investment Board could recalculate how federal employees repay accrued interest on loans from the government’s 401(k)-style retirement plan.

Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access ...

For many years, the Pension Retirement Center (PRC), a nonprofit organization has provided services at no cost related to ...