May 23, 2019
Kiplinger

Need financial advice? How to choose between robo and human help

Some people can do fine with a low-cost robo-adviser. Others really need a more personal touch.

May 15, 2019
Kiplinger

Ladies, take these 7 steps to own your financial future

From lower salaries to caregiving duties and longer lives, women face some stiff financial challenges. A few small steps can make a big difference.

July 12, 2018

Three tax savings strategies for a secure retirement to try right now

Individuals who rushed to prepay property taxes after the passage of the Tax Cuts and Jobs Act may have saved some money in 2018—but that’s pennies compared to the long-term tax savings taxpayers should take advantage of before the TCJA’s individual tax provisions are expected to expire in 2026.

June 14, 2018

Annuities on the upswing as more Americans shift to a post-retirement income mindset

Americans are not just living longer, they’re living younger, active lives. That’s a good thing.

But it also presents a problem. Americans are facing a silent, growing crisis. Retirement is no longer an end-stage; it’s a transition point. And as Americans live longer, active lives, they could have a greater chance of running out of retirement savings.

April 17, 2018

How the Tax Cuts and Jobs Act may affect your taxes

Prudential Vice President of Individual Life Insurance Jill Perlin breaks down how the tax reform act may affect your taxes now and in the future.

April 12, 2018

What can financial services companies learn from “disruptors”?

Twenty years ago, waiting a week for delivery of something you ordered seemed pretty reasonable and relatively quick. Consider how unreasonable that seems today. If you have to pay for shipping or if your stuff doesn’t show up in two days, life no longer seems fair!