"While most people with simple yearly tax filings may not need a CPA, it doesn’t hurt to consult one as you plan for ...

As retirement becomes longer and markets more unpredictable, many retirees are moving beyond the traditional 4% withdrawal ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

When it comes to retirement income, diversifying with partial annuities may help make nest eggs last, new research finds.

McMasters joins as regional VP for eastern Pennsylvania while Schugel takes on national finalist strategy for larger plans ...

Many people who are well-diversified in their investments may be significantly concentrated somewhere else: taxes.

Discover the best strategies for investing after retirement, including tips for managing risk, maximizing income, and protecting your savings.

Here's how today's retirees can maintain financial freedom throughout a lengthy retirement of 30 years or more.

When women take a seat at the table, retirement planning stops feeling like something being done for them and starts feeling ...

Standard Insurance Company (The Standard) welcomes James Schugel as a national sales consultant, Finals and Deal Strategy. In this role, Schugel will support The Standard’s retirement plan sales ...

Parenthood brings a host of new financial challenges, but it’s essential to continue planning for retirement in order to stay ...

BELLE CHASSE, LA - July 22, 2026 - PRESSADVANTAGE - Folse Financial Investment & Retirement Services has expanded its ...