Wealth Management Articles

Avoiding Retirement Woes

Avoiding Retirement Woes

How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While itā€™s a known fact that many of us donā€™t begin to save for retirement when we should, it appears that nearly half of all current...

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Top 5 Things 20-Somethings Need to Do

Top 5 Things 20-Somethings Need to Do

If youā€™re in your 20s, rejoice! Youā€™re in a great position to create the life you want, starting with a secure financial future. While itā€™s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that...

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Social Security History and Benefits

Social Security History and Benefits

Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935; mainly due to the rise in poverty of the nationā€™s elderly population. The act was designed to provide retired workers ages 65 and older with a...

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Getting Started in the Stock Market

Getting Started in the Stock Market

Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stock market, for those trying to decide whether to invest in stocks, the volatility alone gives them pause. A lot...

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Start Saving for Retirement Today

Start Saving for Retirement Today

Time certainly goes by fast. One day youā€™re interviewing for your first job and the next thing you know youā€™re a few short years from applying for Social Security. If youā€™ve planned for your retirement, youā€™ll likely have a good stash of funds saved. But the...

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Finance Financial Missteps

Finance Financial Missteps

Personal finance, like just about everything else, is mainly common sense. Advice like ā€œdonā€™t spend more than you make; start investing while youā€™re young; donā€™t loan money to friends with the expectation of getting it back,ā€ have been around for generations, and most...

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Why Financial Advisors Are Still Important

Why Financial Advisors Are Still Important

With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live person when determining just how...

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5 Things to Teach Your Kids About Finances

5 Things to Teach Your Kids About Finances

If youā€™ve spent more than five minutes on a kidā€™s television network, youā€™ve seen just how inundated young kids are with commercials for everything from the latest gadget, to some dreadful snack that features something gooey and/or messy. Itā€™s also safe to bet that...

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