Browsing Tag

Individual Planning

College Funding Financial Planning

Planning for College

For many young adults, going off to college is the first time they will be away from the family nest for any extended period of time. And frequently, it’s also the first time that they will be required to…

Retirement

Are You Underprepared for Retirement?

A university study serves as a wake-up call. Financially speaking, how many Americans are truly on track to retire? A recently published white paper suggests that about half of us are approaching our “third acts” with faulty assumptions. Perception…

Young Investors

Smart Money Tips for Millennials

As a millennial, you enjoy advantages when investing: time and the power of compounding. As a millennial, you enjoy advantages when investing: time and the power of compounding. The investing maxim Rule of 72 clearly demonstrates the latter. Divide…

Estate Planning

The Best Way to Leave an Inheritance

Retirees are considering new ways to leave money to heirs. You can’t take it with you, so you may as well leave it to someone you love. Right? That’s a sentiment most people don’t expect to apply in real…

Retirement

Dealing With Sudden Retirement

How ready are you? What if you are laid off or forced into retirement before 65, or even before 60? If that happens to you, what do you do in response now that the next phase of your life…