With the rise of technology, there has been an alarming increase in the types of financial scams targeting all kinds of individuals. However, seniors and retirees are often the most targeted and most susceptible. Scammers… Read More
How to Trick Yourself Into Saving Money
The stats don’t lie – Americans have trouble saving. The federal reserve’s 2017 Economic Well-Being of American Households report shed some eye-opening light on our current state. Approximately 40 percent of Americans would not be… Read More
Self-Employed Pension Plans: 3 Investment Vehicles to Consider
Being self-employed offers unparalleled flexibility and freedom. You have the opportunity to do what you love, build your business as you see fit, and be your own boss. However, this independence comes with unique challenges,… Read More
My Partner Makes More Money Than Me. What Do We Do?
Whether you are newlyweds or you’ve been together for decades, money and how it’s handled can often play an important role in your overall happiness and satisfaction in the relationship. But when your partner makes… Read More
The Surprising Student Debt Problem of High Earning Millennials
Sixty-five percent of college seniors graduating from private or public college have accumulated student loan debt. Of that group, the student debt averages out to around $29,200 per person.1 And while student loan debt is… Read More
The World’s Best CEOs are Reading These Top 5 Books
The most successful people in the world are avid readers. Whether you read for fun or to gain knowledge, books provide insight, inspiration and perspective. Here are the top five books that the world’s best… Read More
Where to Live in Retirement: A Financial Planner’s Q&A Guide
When it comes to making a decision surrounding where you will spend your retirement, the options are seemingly endless. Whether you enjoy the coast or have imagined relaxing in the mountains with only the concern… Read More
