Blog
Today’s Boomers: Ready for Retirement?
The ‘Boomer Generation,’ those born between 1946 and 1964, have a great outlook for a long life since they will outlive previous generations by almost 40%, compared to their great-grandparent’s generation. However, this generation faces circumstances that many of...
Financial Literacy in America: We are Failing
“Financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. Education on the management of personal finances is an essential part of the planning and paying...
Insuring for Your Level of Wealth
Insurance is not always an exciting topic to talk about, but financial planners are well aware of the risks their clients can face when they are underinsured. Whether it is homeowners insurance or life insurance, the different types of risks people face can easily...
Financial Advice Before Turbulent Times
It is human nature to seek advice only when things aren’t going as planned or when some unforeseen situation arises. Take one’s health for example- some people routinely have an annual exam, while others seek medical advice only when they suspect a health problem and...
Planning for the Long Haul: Is Your Plan for Retirement Bullet Proof?
The good news is we are living longer, but the bad news is that having regular employment, good health and the premature depletion of retirement assets is becoming a reality for many Americans. Despite plans for retiring later (compared to previous generations) at age...
Are Early Retirement and Pension Buyout Offers a Good Deal for You?
In today’s economy, offers of an early retirement buyout for a current employee or a pension buyout directed at a former employee are becoming common as companies look for ways to cut costs. Many large employers are offering employees who are not yet at retirement age...