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
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
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
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
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
Stop Procrastinating: 5 Financial Resolutions You Can Start Right Now
Did you achieve your financial goals in 2018? If not, keep reading. To achieve financial fitness this year, set strong financial resolutions that will help
Don’t Miss These 7 End-of-Year Financial Planning Tips
The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating,
Top 5 Apps to Save You Money
The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx
3 Reasons Why Robots Won’t Replace Financial Advisors
Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive
