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...
Retirees Must Be ‘CEOs’ of Their Personal Finances
We have prepared this guide for retirees who want to be the CEO of their personal finances and enjoy the fruits of their labor.
Diversification: Don’t Put All Your Eggs in One Basket
Putting all your money into a single investment is like having all your eggs in one basket. It's a risky proposition.
Fiscal Responsibility Act of 2023
The Fiscal Responsibility Act of 2023 suspends the federal debt ceiling until Jan 2025 and includes a number of spending cuts. Here are some significant provisions in the legislation
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...
National Homeownership Month – June 2023
Did you know that homeownership in the United States has a dedicated month to honor it? National Homeownership Month, raises awareness of the many benefits of homeownership.
Financial Advice for Graduates
For all the knowledge higher education imparts to you, it’s unfortunate that many college graduates leave knowing little about personal finance.
Baby Boomer Retirement Savings: How Do You Stack Up?
Insufficient retirement income paints a gloomy picture for many boomers. Many in this generation have already started to tap into their retirement savings, while the rest still have a few more working years to grow their nest egg.