Teaching Your Kids about Money, Part 1
Tackling this issue is on the forefront of agendas for many non-profit and financial institutions alike but as we noted...
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…
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….
Orchestrating Your Retirement Accounts
An orchestra is merely a collection of instruments, each of which brings a unique sound. It is only when a…
What is an Annuity?
Individuals hold more than $2.0 trillion in annuity contracts; a tidy sum considering an estimated $7.4 trillion is held in…
Your Emergency Fund: How Much is Enough?
Have you ever had one of those months? The water heater stops heating, the dishwasher stop washing and your family…
How the Federal Reserve Works
Have you ever taken a close look at paper money? Each U.S. bill has the words “Federal Reserve Note” imprinted…
Where Will Your Retirement Money Come From?
For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main…