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Five factors that impact your retirement

Retirement can be a risky business if you don’t consider all the factors that can impact your retirement during your planning process. Although it’s hard to know what will happen in the future to you or your investments, these are the main things that…

Webster Investments Insights

Happy Graduation! Time to repay your college loans

Graduation from college is an exciting time for many and signals the start of student loan repayment. If you are a recent graduate, you may have a co-signer on your student loan. If you are a parent or family member that is a co-signer on a college…

Webster Investments Insights

10 tips for small business owners

Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. In a sense, a…

Webster Investments Insights

What should grandparents know about 529 savings accounts?

Grandparents can often find themselves in a better financial position to save for their grandchildren's education than their own children are. The parents of prospective students may still be contending with competing priorities like their own student…

Webster Investments Insights

Contribute to an IRA before the May 17th deadline

Taxpayers of all ages may be able to claim a deduction on their 2020 tax return for contributions made to their Individual Retirement Account made through May 17, 2021 (the U.S. Department of the Treasury is delaying the April 15th deadline to file and…

Webster Investments Insights

How to increase your financial literacy

Unlike verbal literacy, financial literacy isn't often taught in schools—which means that many people may enter adulthood without having all the tools they need to make informed and effective financial decisions.1 Fortunately, gaining financial…

Webster Investments Insights

Key considerations as you start receiving Social Security benefits

As your retirement draws closer, you will probably start to have lots of questions such as:

How much Social Security will I receive? When should I retire? How will I know when to retire? Do I have enough saved? What will I need to do…