Financial, Wealth and Retirement
News and Information


Helping You Make Sense of the
Economy and Market

Featured image for “Financial Planning and Senior Independence”
September 26, 2023

Financial Planning and Senior Independence

Navigating elder care and elder care finances in the U.S. can be a challenge even for the most well-prepared households. So what, exactly, is involved in senior financial planning? What steps can you take now to help you be prepared for the future? Here we discuss a few of the options that can allow elders to maintain their independence while…

Read More
Featured image for “Finding Focus with Financial Planning: A Step-By-Step Guide”
September 26, 2023

Finding Focus with Financial Planning: A Step-By-Step Guide

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition and determine how to prepare for your financial future. A financial plan may impact every aspect of your life, from your…

Read More
Featured image for “Financial Planning – Helping You See the Big Picture”
September 26, 2023

Financial Planning – Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you target your goals by evaluating your whole financial picture,…

Read More
Featured image for “High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?”
September 26, 2023

High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned adequately for their retirement even though they make a high income. It’s easy to think that everything will work out with their retirement plan, and it can, but a…

Read More
Featured image for “5 Compelling Reasons to Rethink Social Security”
August 30, 2023

5 Compelling Reasons to Rethink Social Security

When it comes to planning for retirement, Social Security benefits have traditionally been viewed as a safety net for many individuals. However, in recent years, there has been growing concern about the long-term viability and sustainability of the Social Security system. As a result, it is becoming increasingly important for individuals to reconsider relying solely on Social Security benefits as…

Read More
Featured image for “Why Financial Preparedness Is a Smart Investment”
August 30, 2023

Why Financial Preparedness Is a Smart Investment

During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver. Whether it is an emergency fund to help you tackle an unplanned expense, insurance to cover an unexpected accident or disaster, or a “go bag” that contains all your most important records, organizing your finances may help you feel prepared to handle anything…

Read More
Featured image for “An Essential Guide to Estate Planning Preparedness”
August 30, 2023

An Essential Guide to Estate Planning Preparedness

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right people. If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you…

Read More
Featured image for “Are You Maximizing 401(k) Contributions?”
August 30, 2023

Are You Maximizing 401(k) Contributions?

The more money that you can save when you are working, the easier it should be for you to retire and enjoy your golden years. Unfortunately, Social Security may no longer provide a sufficient income to live on during retirement. To combat this financial challenge, many small businesses have adopted the corporate approach to 401(k) matching. In fact, for employers…

Read More
Featured image for “Independent and Thriving: What to Consider In Your Later Years”
July 27, 2023

Independent and Thriving: What to Consider In Your Later Years

While you never know your needs as you age, the first step is thinking about your financial situation and health today so you can plan for your later years. With a one in four chance of making it to our 90th birthday, being independent and thriving as we age is something to pursue. Here are some things you may want…

Read More
Featured image for “The Role of Insurance in Your Financial Plan”
July 27, 2023

The Role of Insurance in Your Financial Plan

A critical part of financial planning that is often overlooked is insurance. Having various insurance policies will provide different benefits to your financial plan, ranging from protection to tax breaks. In fact, insurance is a component of most financial plans, and some financial professionals are licensed to sell it themselves. Read on to learn more about the role insurance plays…

Read More
 

Every day is one day closer to your dream.
What are you waiting for?