5 Financial Wellness Tips for the Sandwich Generation
Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is for you. We know you have an extremely challenging lifestyle that requires a lot of resilience and patience, so this article will provide tips on how to better manage your […]
8 Simple Tips for Organizing Your Finances
Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of your financial situation throughout the year. Whether you need to overhaul your budget, assess your credit standing, or get a better handle on your investments, stick to these 8 daily […]
5 Tips for Managing a Sudden Financial Windfall
As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion dollars is expected to change hands by 2026. You may acquire sudden wealth in other ways, such as the sale of a business or property, divorce settlements, winning the lottery, […]
Exposing the Top 7 Social Security Myths
Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully understand these benefits. Moreover, there are many misconceptions about the U.S. government’s pension scheme that aren’t quite accurate. Continue reading this article for a breakdown of the top 7 myths […]
May 3rd, 2019: Weekend Reading
Longevity 10,000 baby boomers will be retiring every day in this country for the next decade—through 2029, when the last baby boomer, born in 1964, turns 65. Inequality John Rowe, former CEO of Aetna and now professor of public health at Columbia said, “If someone walks into my office and asked me to predict how […]
5 Kid-Friendly Financial Literacy Tips
Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require students to take a personal finance course. Many parents avoid talking with their kids about money because of their own financial frustrations or regrets. If kids aren’t learning about money […]
April 2019: Economic Recession?
Recession chatter is abundant lately. Perhaps heightened recession concerns are to be expected given the duration of the current growth cycle of the U.S. economy—which will become the longest post-WWII economic expansion if a recession doesn’t begin by July of this year. The bottom line is the U.S. economy will move into a recession at […]
The 5 Phases of Pre-Retirement
Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework, and some assistance from a qualified professional, you can ensure that you are ready to retire when the day comes. Retirement preparation can be broken down into five phases, with each […]
February 2019: Where Are We Now?
What a start to the year it has been. Stocks and bonds embraced the new “pause” outlook from the Fed, rallying sharply in January. Earnings season has also been the focus over the past several weeks. While results for earnings per share and sales have come in weaker than prior quarters as expected, misses are […]
5 Tips for When the Markets Get Rocky
Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors can feel anxious and make decisions based on emotion that can hurt their pocket. This is a natural reaction when the markets are volatile, especially when the future seems uncertain […]
