One of our core values is Education. We want our clients to understand their finances, and we make it as simple as possible for them to learn all the aspects of their financial plan. For those interested in learning even more or cultivating a deeper or broader understanding, we'll post an article here every Friday. So be sure to check back in! We're glad you're here.
America’s outstanding credit card debt reached its highest point ever, surpassing $1 trillion in 2017, according to the latest statistics from the Federal Reserve. The average American has a credit card balance of $6,375, up 3%...Read More
When investing, there are time-tested strategies that can help you reach your goal. Stay Ahead of Inflation For the same reason you wouldn't stash your cash under your mattress when saving for the long term, most professionals wouldn't...Read More
Employee access to life insurance through work continues to decline, with only 48 percent of employers offering life insurance to their workers. This is a 23 percent decline from 20061, according to LIMRA, an insurance industry...Read More
Retirement saving is not on most millennials’ list of top priorities. But if they continue to delay saving for it, they may not be able to retire until well into their 70s. Despite current expenses like student loans and credit...Read More
Americans today live longer than previous generations, and that added longevity is putting stress on traditional retirement plans and financial strategies. On average, men and women who reach the standard retirement age of 65 can...Read More
Saving in Your 40s and 50s: It’s Never Too Late to Get Started Will I have enough money to retire? It’s a common question — especially for people in their 40s and 50s. The feeling of frustration can be overwhelming....Read More