Financial Fitness

Spring is in the air! This year, as you shake off the cobwebs from winter and start tidying up at home, why not also do some financial Spring Cleaning?

Of all the destinations you can identify, few will be as important as retirement — specifically, a comfortable retirement.

We’re about to open the door to 2017, so you might be thinking about New Year’s resolutions. What’s on your list this year?

As long as you choose groups that meet the right criteria, your generosity can also be rewarding to you, in the form of tax benefits.

By spreading your investment dollars, you can give yourself more opportunities for success while reducing the impact of volatility on your portfolio.