Inflation and your money
The CPI has shown low inflation since ’09. Are your prices rising faster than the average?
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker…
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….
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…
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…
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…
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…