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New Tax Reform Bill: Loan Rollover Rules Impacted

The President has directed the Department of Labor to determine how the new tax reform rules will affect retirement plan investors and providers. Here's a closer look.

Retirement for the Ages

Whether you’re 35 years from retirement or 5 years away, it’s important to review the past year and plan for the year ahead. Each stage in our life can offer different obstacles and opportunities...

IRS Announces 2018 Retirement Plan Limits

In October 2017 the IRS announced qualified retirement plan limits that will apply in 2018. Read on for more information.

Recap of Daniel O’Donnell at the Orpheum Theatre

On Wednesday, June 7, 2017, a group of 50 Festive FAIR travelers set out for Omaha. We had a full motor coach, a fearless driver, two fabulous FAIR representatives, and a fun evening ahead.

Recap of Clue: Goehner Centennial Melodrama

“So now you play our little game of murder. You try your best and play the game to win. No matter if you land on top or bottom, you’ve played it. And now it’s time to play the game again.” –“The Game"

5 Steps to Retirement Planning Success

If you're part of the 50 & Over group, saving for retirement represents one of your most important financial goals. Reaching the elusive goal requires some soul searching, long term planning, and...

Target Retirement Funds Provide Hands-Off Approach to Saving

Is there an option for someone that does not want to choose their own investments, but rather has that process done for them? The answer is yes: Target Retirement Funds.

What's Your Risk Tolerance and Why Does It Matter?

Understanding your risk tolerance is one of the most important aspects of investing and something that takes a fair amount of “soul searching”. However, attempting to invest without that knowledge…is

Current Developments in Retirement Plans

The Department of Labor’s expanded definition of “fiduciary” and related prohibited transaction exemptions became effective June 9.

FAIR Forum Recap: Laughing Matters

On Tuesday, May 2, 2017, the FAIR Program hosted our quarterly FAIR Forum. The title of this informational seminar was “Laughing Matters.” Nearly forty FAIR Program participants gathered at...

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