Retirement Savings Tips: From Your 20s to Your 60s

Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’s important to consider how your resources and risk tolerance change as you move through […]
The Economic Impact of a Natural Disaster

Between recent Hurricanes Irma, Harvey, Maria, not to mention an array of hailstorms, earthquakes and fires that have plagued the non-coastal areas of the country, it’s hard to deny that the US has been under an onslaught of natural disasters. That said, it’s worth examining the economic ripples of these disasters. The short-term economic effects […]
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 […]
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 […]
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 […]
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 you get your money situation on track. While making your list of resolutions is pretty simple, sticking to your plan and achieving your goals is easier said than done. Whether […]
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, budgeting, and planning your finances is not a static activity, but rather endeavors that need attention on a regular basis in order to be successful. With a new year about […]
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 of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps to help calculate budgets, curb overspending […]
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 than traditional advisors—but their low, up-front price comes with a loss in quality. Robo-advisors lack an irreplaceable human element, which prevents them from providing the essential qualities and services characteristic […]