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Volunteering in Retirement

“This generation got no destination to holdWe are volunteers of America”“Volunteers” by Jefferson Airplane¹ Those of a certain age will…

Trends in Charitable Giving

Whether the economy is expanding or contracting, Americans tend to be consistent with charitable donations. In 2013, as the U.S….

Crowdfunding Capital for the 21st Century

One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s…

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes…

Healthcare Costs in Retirement

American workers are split about 50/50 when asked if they are confident they will have enough money to pay for…

Problems with Probate

Many people have heard they should avoid probate, but few understand what probate is and how the process works. What…

Stop Wasting Money

Benjamin once said, “a penny saved is a penny earned.” The modern upgrade to that observation might be that $100 not…

Can Group, Private Disability Policies Work Together?

According to the Social Security Administration, a 20-year-old has a 25% chance of becoming disabled before reaching age 67. Loss…

Asset Allocation

If you live in or have visited a big city, you’ve probably run into street vendors – people who sell…

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members….

Catch-Up Contributions

A recent survey found that 18% or people were very confident about having enough money to live comfortably through their…

Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each of which brings a unique sound. It is only when a…