Perspectives

Explore our thought leaders’ latest insights and ideas.

Strengthening Your Financial Health Through an HSA

Strengthening Your Financial Health Through an HSA

Is it possible to save for both medical bills and retirement? According to a 2018 Employee Benefit Research Institute report, a 65-year-old couple, both with median prescription drug expenses, may need an estimated $296,000 in savings to have a 90% chance of having sufficient funds for healthcare expenses in retirement. Since healthcare expenses have historically risen faster than the cost of living, having a plan to cover these future expenses is critical.
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12 Tips for Planning Your Dream Trip

12 Tips for Planning Your Dream Trip

You want to plan for the international trip of a lifetime, the one that has lingered on your bucket list. Now that it’s time to turn your dream into a reality, how do you get started? Especially if you haven’t traveled extensively, your to-do list may feel overwhelming. Although each person’s list will be as unique as their destination, our checklist can serve as a guide.
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If You Can’t Decide, Who Will? Plan Ahead to Protect Your Finances

If You Can’t Decide, Who Will? Plan Ahead to Protect Your Finances

Did you know that you can take several steps to help yourself steer clear of being a potential victim of financial fraud? By adding a “trusted contact” to your investment accounts, you can help ensure that your financial advisor has the tools to help you if it becomes necessary.
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Keep Your Brain from Retiring When You Do

Keep Your Brain from Retiring When You Do

When you think of your retirement, what do you picture? Relaxing in a warm location, traveling the world, or spending time with loved ones? While those are all valuable, a retirement activity you may not have considered is staying mentally active.
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The ABCs of ESG: Evaluating the governance practices of a company

The ABCs of ESG: Evaluating the governance practices of a company

Part two of our Perspectives series on ESG investing explains the factors behind the Governance rating.
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Leaders’ Career Advice? Focus on Soft Skills

Leaders’ Career Advice? Focus on Soft Skills

One of the hardest aspects of building a successful career is determining what skills may be important to employers in the future. The skills that companies say they are seeking the most in 2019? Soft skills.
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Unplugged: Should we log off to tune in?

Unplugged: Should we log off to tune in?

How much screen time have you had today? American adults now spend over 11 hours per day watching, reading, listening and/or interacting with media. Some people are seeking ways to cut the amount of time they spend using electronics.
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The Gift of Money: A present that fits everyone

The Gift of Money: A present that fits everyone

Planning to give a monetary gift? Money can be an easier option than trying to find the right present for that hard-to-buy-for person.
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The ABCs of ESG: Evaluating the social practices of a company

The ABCs of ESG: Evaluating the social practices of a company

You may have heard of ESG investing, but what is it really? While the Environmental component of ESG is often clear and easy to understand for individual investors, the factors considered for a Social rating can be less obvious.
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The Financial Planning Process: a journey as important as the destination

The Financial Planning Process: a journey as important as the destination

When you begin considering a vacation, you might open a mapping app and start calculating the best route to your destination. The planning instills a sense of excitement. In the same way, the act of developing a personal financial plan can provide as much value as the plan itself.
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