Educational Articles

The Program frequently publishes educational articles on a variety of retirement and legal industry-related topics. Our articles are posted to this website on an ongoing basis. Please check back frequently for updates.

Managing your retirement savings through life’s transitions

As people grow through life, change is inevitable. And as we move through life’s stages we face change. Transitioning through these life stages can be challenging to manage, but can also bring great opportunities for growth when you make good choices. Focusing on things you can control during the changing stages of life is important. […]


Find out what makes savers tick

Generally speaking, it doesn’t require much convincing to have someone agree that saving for retirement is a smart thing to do. And yet, browse through any article about saving for retirement or listen in on discussions taking place in Washington, D.C., today and you’ll likely hear questions like these: Why do nearly 3 in 4 […]


The Value of Financial Advice

You’ve probably heard the phrase “hope is not a strategy.” The definition of hope is “to want something to happen or to think that it could happen” (Merriam-Webster). When it comes to saving for a financially secure retirement, many statistics would suggest that we rely more on hope than we do on strategy. We hope […]


Your generation’s retirement: Unique challenges, common concerns

Hip hop or classic rock? Apps or newsprint? In a whole host of ways, each generation tends to look at life a little differently. In much the same way, when it comes to retirement planning, different stages of life present very different viewpoints and challenges. Generally speaking, there are about 6 generations living in America […]


Three-step approach to reducing your tax bill and saving more for retirement

We’ve all heard that old adage that the only certain things in life are death and taxes. Gallows humor aside, paying more than you have to in income taxes is not entirely inevitable. We discuss three common ways to help temper your annual tax burden so that you can save more for your retirement. 1. […]