Financial Literacy

Critically Important yet Difficult to Attain According to the National Financial Educators Council, being financially literate means: Possessing the skills and knowledge on financial matters to confidently take effective action that best fulfills an individual’s...

Social Security & Retirement Income

Myths, realities, and how to better prepare Long gone are the days when most people could count on the income received from a company pension plan combined with their Social Security benefits to provide for a comfortable retirement. A generation ago, the vast majority...

Will Your Retirement Assets Last a Lifetime?

The Longevity Challenge For most workers in our parent’s generation, the one-two punch of a healthy company pension combined with Social Security afforded a reliable retirement safety net. Back in 1975, more than 80% of private sector workers were covered by some type...

Estate Planning for Blended Families

With close to 100 million Americans living in blended families, it’s a specialized area of financial planning that’s garnering increasing interest. Our article last summer entitled “Managing Finances When You Remarry” proved to be one of the most popular articles we...
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%