Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle…
Common Factors Affecting Retirement Income
When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you…
How 1% Can Make a Big Difference When Retired
Be very careful when making even small changes to your assumptions. Cut a pie into 100 slices and what do you have? Barely a nibble. Seemingly an inconsequential share…
The Health of Social Security – Some Good News and Some Bad News
With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping Social Security healthy is a major concern.1 Social Security isn’t in danger…
A Small-Business Owner’s Guide To Investing in Stocks
If you own a business and want to diversify your assets by investing in stocks, today’s online brokerages make trading fairly easy. However, stock investing is risky, especially in a…