Life Expectancy: Women’s Unique Financial Challenges
Explore the financial impact of women's longer life expectancy, including historical trends, recent studies, and the effects of economic shifts, to better understand and address the unique financial challenges women face. The Longevity Economy: Navigating the...
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Women’s Wealth: Insights, Challenges, and Solutions
Welcome to Season 3, Episode 4 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on...
Customized 401(k) Plans: A Tailored Alternative to Target Date Funds
Discover why customized 401(k) plans are a better choice for businesses and learn how to provide diversified investment options for your employees. The Limitations of Target Date Funds for 401(k) Plans Target date funds (TDFs) have become increasingly popular in...
The Case for Sustainable Investing: Does It Make Financial Sense?
Sustainable investing, also known as ESG (Environmental, Social, and Governance) investing, has become increasingly popular in recent years. As more investors seek to align their financial goals with their values, it's essential to understand the pros and cons of this...
Job Loss or Career Change: The Power of an IRA Rollover
Individual Retirement Accounts (IRAs) are a popular tool for retirement planning, and for good reason. They offer tax advantages and can help individuals save for their golden years. However, as people move through their careers, they may find themselves leaving or...
Overfunded Life Insurance: A Strategy Used By The Wealthy
Overfunded life insurance, max-funded, or overstuffed – they’re all pointing to the same strategy of taking advantage of your life insurance policy to protect and grow your wealth. This is a great financial strategy for high-earners who have maxed out their other...
What You Should Know Before Hiring an Advisor for Retirement Planning
A financial advisor is a great resource for retirement planning. A retirement financial advisor will help you create a plan that will allow you to have the resources you need to support yourself in retirement. Not all financial advisors are the same. You should do...
The Facts to Consider Before Hiring a Financial Advisor
These looming questions can make financial planning difficult and daunting for investors like yourself, causing you to worry a lot. It doesn't have it to be this way. Where and how much should I invest my money? What is my net worth right now? What are my options for...
How to Hire A Financial Advisor: What You Should Know
Nearly everyone has been affected by the recent pandemic. Many people and organizations found it important to plan ahead for the unexpected. Many people have had to struggle during the pandemic. However, they were able to plan well and weather the storm without being...
Thinking Beyond Checkbook Philanthropy
Are you a checkbook Philanthropist? Writing a check to your favorite charity at the end of the year is a generous way to support a cause or organization that you care about; there’s no doubt about that. If this is the extent of your charitable giving, however, then...
5 Retirement Strategies for High-Earners
Planning for your retirement as a high-earner includes building a much larger nest egg than average that supports your lifestyle long after you decide to stop working. If you’ve been blessed with a high income, you may think you’re maximizing your savings if you...
Top 5 Reasons You Must Invest In an Annuity Today
Annuities are growing in popularity as a key financial strategy to add to your retirement plan. People have had a huge wake-up call after the Covid pandemic about the importance of planning for the unexpected. It’s no surprise that everyone is rethinking their...
Retirement Considerations: Renting or Homeownership?
As you approach retirement, it’s common to want to adjust your living arrangements to meet the needs of your changing lifestyle. Retirement brings about changes that will impact your income, savings, habits, and travel plans. Rather than feel held back by your living...
A Woman’s Guide to Financial Planning
Building Financial Confidence in Women Women have come a long way since the women's rights movements of the 60s and 70s. Today, women are graduating from college at higher rates, represent about half of the workforce, and occupy 29 percent of senior management roles....
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