The Anatomy of an Index
Did you know that more than $7 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index,…
Three Key Questions to Answer before Taking Social Security
Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it,…
The Lowdown on Those Free Credit Scores
The Fair and Accurate Credit Transaction Act of 2003 provided individuals with valuable rights to the credit information companies keep…
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…