Broker Check


Access your account:

Women & Retirement Savings:  

Official Social Security Website:

What Every Woman Should Know About Social Security:

The 25 Documents You Need Before You Die:

A Nation of Helen Thomases - The Looming Retirement Disaster:

Department of Labor on QDROs - Dividing the Retirement Account Upon Divorce:

Securing Your Child's Credit Future -

Taking Money from a 529 Account:

 Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.  Withdrawals used for qualified tuition expenses are federally tax free. Tax treatment at the state level may vary.  Please consult with your tax advisor before investing.  This information is not intended to be a substitute for specific individualized tax advice.  Age based funds have a target date which is the approximate date when investors plan to start withdrawing their money.  The principal value of a target fund is not guaranteed at any time, including at the target date.