How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While itās a known fact that many of us donāt begin to save for retirement when we should, it appears that nearly half of all current...
Wealth Management Articles
Top 5 Things 20-Somethings Need to Do
If youāre in your 20s, rejoice! Youāre in a great position to create the life you want, starting with a secure financial future. While itās common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that...
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 nationās elderly population. The act was designed to provide retired workers ages 65 and older with a...
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...
Start Saving for Retirement Today
Time certainly goes by fast. One day youāre interviewing for your first job and the next thing you know youāre a few short years from applying for Social Security. If youāve planned for your retirement, youāll likely have a good stash of funds saved. But the...
Finance Financial Missteps
Personal finance, like just about everything else, is mainly common sense. Advice like ādonāt spend more than you make; start investing while youāre young; donāt loan money to friends with the expectation of getting it back,ā have been around for generations, and most...
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...
5 Things to Teach Your Kids About Finances
If youāve spent more than five minutes on a kidās television network, youāve 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. Itās also safe to bet that...