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Couples, Sync Your Retirement Plans

Couples, Sync Your Retirement Plans

One way to ensure a happy marriage well into your retirement years is to create a retirement plan with your partner that will satisfy both of you. According to the 2018 Fidelity survey, 43% of respondents say they and their partners disagree about the age at which...

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Escheat Announcement

Escheat Announcement

The state of Texas, through escheat laws, mandates that financial institutions surrender inactive accounts over to the State Treasury. Inactive accounts are accounts that have had no activity for the last 3 years. Dividends do not count as transactions. The state...

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