Income
The Importance of Women Achieving Financial Confidence
The Importance of Women Achieving Financial Confidence Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive…
Read MoreRetirement Planning During Changing Times
Retirement Planning During Changing Times According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history. In 1960,…
Read MoreWhat’s New in Banking
What’s New in Banking Nearly a quarter of the adult U.S. population is “underbanked.” This means they don’t regularly use a bank (or a bank’s mobile/online capabilities) to deposit checks…
Read MoreWhy Retirement Portfolio Design Should Be Flexible
Why Retirement Portfolio Design Should Be Flexible even more flexible than the giraffe in this picture! –> There is one predominant reason why retirement portfolio design must be approached differently…
Read MoreCommon Investing Mistakes
Common Investing Mistakes In our personal lives, we have a conscience that keeps us from doing not-so-nice things. Sometimes we even get a creepy-crawly feeling when we think someone may…
Read MoreThe Growing Popularity of Annuities
The Growing Popularity of Annuities Annuities are nothing new; in fact, they’ve been around since Roman times, and maybe even before that.1 But they’re seeing a modern-day surge in popularity, fueled…
Read MoreWhere is Dad’s Money?
Where is Dad’s Money? Imagine if, sadly, Dad dies or becomes incapacitated. You’re in charge of handling all his financial affairs, from managing his investments to putting income sources in…
Read MoreRetirement: Savings and Financial Health
Retirement: Savings and Financial Health As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security,…
Read MoreRetirement Planning Tools
Retirement Planning Tools Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their…
Read MorePros and Cons of Municipal Bonds
Pros and Cons of Municipal Bonds U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the…
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