A financial timeline is a great way to help you track and understand financial data points from your past, as well as map out potential data points in the future for planning purposes. If you've never considered your own financial timeline, you should. Here's why.

Review a summary of key updates from the Department of Labor as it regards Environmental, Social, and Corporate Governance (ESG) investing.

How do you help your employees resist the “urge to splurge” and prioritize saving for retirement instead? It certainly seems like a tall order, given that it runs counter to tenets of fundamental human psychology. But what if the answer could be as simple as a little well-timed gratitude? Find out more.

Digging a little deeper into the ERISA and IRS requirements that DC plan loans reflect a “reasonable rate of interest”.

A recent IRS Issue Snapshot affirms a retirement plan participant loan is a legally enforceable agreement and terms of the loan agreement must comply with Internal Revenue Code (IRC Section 72(p)(2) and Treasury Regulation Section 1.72(p)-1). The terms of the loan agreement must be explicit in writing or deliverable electronically, and a loan in default is considered to be a deemed distribution. Learn more.

You lead a busy life and the danger of identity theft may not feel so urgent, so it's not a priority on your to-do list. Sound familiar? If you haven't found the motivation to address this issue, try breaking it down into smaller action steps. Each step taken toward protecting yourself against identity theft is a brick in a wall you build around the achievement of your future financial goals. Learn more.

Hockey's hat trick tradition is perhaps the most unique tradition in all of professional sports. For those of you that may not follow the National Hockey League as closely as other sports, a hat trick is when one player scores three goals in one game. To honor the player's performance, the hockey fans in the stands will then throw their hats onto the ice.

The stock market’s version of hockey’s hat trick is the double-digit performance of the S&P 500 over the past three years: 2021 = 28.70% | 2020 = 18.40% | 2019 = 31.49%. Read more of our analysis of 4Q2021 and a look ahead to 2022.

With the new year comes new resolutions and goals. If you're looking to get your financial house in order in 2022, don't forget to focus on your Return on Life. Learn what steps to take to help your financial goals become reality.

If you're a business owner or entrepreneur, your business is your greatest asset. Not only do you invest your time and talent into growing your business, it takes significant capital too. But did you know less than 2% of businesses actually take the time to value themselves annually? Whether it’s simply due to a lack of time or expertise, today's business owners don't do a deep-dive analysis into their businesses every year, which results in a significant number of them being undercapitalized. Learn what you can do to keep your business operating at its full potential.