Curated articles, videos, and more for a more financially savvy you.
Sunday, August 2, 2020
According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.1 While the number may shock you, it is not...
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Wednesday, July 1, 2020
Many people have a clear vision of what their ideal retirement looks like. Some desire vacation homes in tropical destinations, while others plan to spend quality time with their grandchildren and family. We know that many of these...
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Monday, June 1, 2020
Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 70% of...
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Friday, May 1, 2020
Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the...
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Thursday, April 2, 2020
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some...
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Monday, March 2, 2020
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these...
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Monday, February 3, 2020
Accepting one’s own mortality is a tough pill to swallow. As such, estate planning can be a morbid topic that lingers in the background of our lives ominously. Nobody wants to plan for their own death! However, the repercussions...
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Monday, February 3, 2020
The beginning of a new decade presents a unique opportunity for reflection and planning. Here are a few ways in which you can partner with your financial professional to help pursue a financially healthy new year and begin the new...
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Thursday, January 2, 2020
If you were to pass away or become incapacitated, your loved ones may be responsible for making challenging decisions about your health or estate. During a time of emotional distress or grieving, it’s difficult to think about...
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Monday, December 2, 2019
One of the key indicators of economic growth, the gross domestic product (GDP), grew 4.1% in the second quarter – its best pace since 2014. Yet, according to the U.S. Bureau of Economic Analysis, consumers are saving less of...
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Friday, November 1, 2019
Over the course of retirement, healthcare expenses are anticipated to cost $280,000, on average, for a couple turning age 65 today.1 Yet, many retirees significantly underestimate their out-of-pocket healthcare costs, assuming that...
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Tuesday, October 1, 2019
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1...
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Sunday, September 1, 2019
Feeling a little déjà vu? You’re not alone. Cetera Investment Management's latest commentary takes a neon-colored look at 10 ways today’s markets resemble the 1990s, including long-running bull markets, a...
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Thursday, August 1, 2019
Buying a home is the single-largest financial commitment most people ever make. And sorting through mortgages involves a lot of critical choices. One of these is choosing between a fixed- or variable-interest-rate mortgage. True to...
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Monday, July 1, 2019
Reviewing the beneficiary designations on your property and assets on an annual basis, or as circumstances in your life change, is one of the smartest financial moves you can make to protect your interests, your legacy and your loved...
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Thursday, June 6, 2019
Keeping up with friends and family and sharing pictures of the grandkids and your most recent travel destination online may seem pretty tame. But according to several recent studies, social media use may leave you more vulnerable to...
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Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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