Introduction If you’ve read our blog articles, visited our website, or watched our YouTube channel, you can probably surmise that we are...

In a global economy where international trade policies, such as tariffs, can heavily affect an investor’s portfolio, understanding how...

STRS announced an early retirement incentive  for members with the defined benefit (also known as the BD Plan, which is the pension plan)...

When starting a career as a young adult, it can often be challenging to understand the best ways to use your money. It can be...

Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...

Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan you participate in....