Social Security Day: Aug 14th
Since its inception, Social Security has become a cornerstone of American society, offering financial support and security to millions of retirees, disabled individuals, and surviving family members. History of Social Security Day The roots of the United States Social Security system can be traced back...
The High Cost of College
Going to college is an expensive proposition in the United States. The cost of college education in the United States has been skyrocketing in recent years. According to the College Board, a moderate college budget for an in-state student attending a four-year public college in...
Single Working Women’s Week: July 30th – Aug 5th
Single working women have made remarkable contributions to society, showcasing resilience, strength, and ambition in their pursuit of personal and professional success. Single Working Women’s Week is a dedicated time to recognize and celebrate the achievements of these remarkable women. In this article, we explore...
6 Reasons to Work with a Financial Professional
No matter what stage of life you’re in you could probably benefit from working with a financial professional. Here are six reasons why: Your finances are important. They require the same thoughtful attention you give other areas of your life. No matter what stage of...
How to prepare for your Financial Needs Consultation
When attending your first meeting with one of our Investment Counselors, it’s essential to come prepared with the necessary information and documents to make the most of the session. Here are some items you should consider bringing: Financial Documents: Bring any relevant financial documents you...
Understanding (and Closing) the Gender Investing Gap
After being locked out of the investing world for centuries, women have proven to be successful investors. According to a 2021 study by Fidelity, not only do women consistently earn higher returns than men, but they are also able to add more to their account...
5 Strategies for Maximizing Your College Savings
Pursuing higher education is a dream for many individuals, but the rising costs of college can often be a major roadblock. However, with careful planning and strategic thinking, you can set yourself up for success and maximize your college savings. These five effective strategies can...
Top Retirement Trends for 2023
Surging inflation, market volatility, and a looming recession continue to smash retirement savings accounts and leave older Americans and those saving for their sunset years battered by prices of basic commodities, including food and gas. According to a 2022 study published by Allianz Life, 54 percent...
Young Investors Prefer Humans for Financial Advice
Millennials have grown up, and according to 2021 survey findings by the Natixis Investment Managers, they are the focused, financially disciplined, and responsible adults in the room. The oldest members of the generation are now in their 40s and entering their peak earning years. They’ve...