After several weeks of buildup and anticipation, Russia launched a full-scale invasion of Ukraine last night. Rocket attacks on key infrastructure, cyberattacks on government websites, and troop advances follow on the heels of a massing of military forces on the Ukraine border as well as several previously Russian-held areas of Ukraine.

Many people have multiple savings goals that are of equal importance, from establishing an emergency fund to saving for retirement or a child’s education. So, how do you determine which to save for first? If this question has been on your mind, watch our webinar recording on prioritizing savings goals.

Did you know that increasing your deferral rate in your retirement plan as little as 1% each year can significantly help your money accumulate over time? In this Lessons in Financial Experiences (LIFE) episode, we discuss the 1% challenge and the positive impact of putting an additional percent of your salary away each year toward your retirement.

In Hollywood movies, when a patriarch or matriarch dies, the relatives gather to find out what money or valuables they’ve inherited. Then, someone gets greedy and causes an all-out family squabble. In real life, however, the dramas that erupt around inheritance are surprisingly often not about the money.

During his working years, Fritz Gilbert was a super saver: He socked away an average of 20 percent of his earnings and invested carefully. But when he retired from a 33-year career in the aluminum industry in 2018, he and his wife, Jackie, switched their mindset. Within the confines of their carefully constructed financial plan, they became unabashed spenders.

In late 2021, after months of growing anticipation about inflation pressures, the closely watched Consumer Price Index (CPI) measure surged to 6.8 percent on a year-over-year basis. The November reading represented a nearly 40-year high and triggered a tsunami of alarming headlines across financial media outlets.

In this installment of Client Conversations, we explore the unique benefits of nonqualified defined contribution plans, look at options for covering healthcare costs in early retirement, and provide some insights on surging home prices and the drivers behind them.

We’ve been hearing a lot about inflation lately, but what’s all the hype about? Some of it is practical. Restarting the global economy after the COVID-19 shutdown has not come without a few hiccups that have dramatically affected the prices of some goods and services—food, energy, automobiles, and transportation services to name just a few.