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A Woman’s Guide to Financial Planning

A Woman’s Guide to Financial Planning

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. Women are a true financial...

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Dear Gen Xers: Let’s Talk About Your Investment Strategy

Dear Gen Xers: Let’s Talk About Your Investment Strategy

Born between 1965 to 1980, your generation rocked out to Fleetwood Mac on your Walkman, laughed along to Seinfeld and Friends, and survived the Y2K apocalypse. But you are so much more than “My Sharona."At this point in life, you’re juggling many competing costs:...

Juggling the Costs of Retirement vs. College: Our 5 Best Tips

Juggling the Costs of Retirement vs. College: Our 5 Best Tips

Arguably the biggest and most emotionally significant goals, retirement and college, often arrive around the same stretch of time. If you're like most parents, you may be asking…What comes first: my retirement or my child's college?Let’s say your child wants to attend...

Cash Balance Plans for High-Earning Owners & Partners

Cash Balance Plans for High-Earning Owners & Partners

Pension plans are going extinct in corporate America. Pensions used to be the retirement plan standard for just about every employer; in 1998, nearly six in 10 Fortune 500 companies offered pensions to new hires. Over time, employers shifted from pensions to...

What is Probate, and How Can You Avoid It?

What is Probate, and How Can You Avoid It?

Father’s Day is a day that we take a trip down memory lane, reflecting on all the happy moments we’ve shared with our dads and father figures.Whether you plan to host a cookout, play a round of golf, or send a handwritten card in the mail, this Father’s Day, take time...

The Alternative Energy Revolution

The Alternative Energy Revolution

An alternative energy revolution is taking place across the globe.There are many reasons to be excited about the alternative energy revolution. Advances in alternative energy are giving rise to new industries, opportunities for portfolio diversification, and helping...

How Hard Assets Can Fit Into Your Portfolio

How Hard Assets Can Fit Into Your Portfolio

Investors investigating hard assets tend to believe in their basic function as money. The appeal of a gold standard, and of hard assets, is stability. Hard, tangible assets in your portfolio can help hedge against inflation. Gold is the world’s most famous...

12 Ways Life Insurance Helps You Preserve Your Wealth

12 Ways Life Insurance Helps You Preserve Your Wealth

Most people don’t recognize life insurance for the versatile financial tool that it is. If you have a spouse, children, or aging parents who depend on you, life insurance should be part of your overall financial plan. One of your greatest assets is your ability to...

The Basics of Building a Bond Portfolio

The Basics of Building a Bond Portfolio

Are you looking for a way to bolster your portfolio’s risk-return profile?If so, bond investing might be right for you. You can reduce the volatility of your portfolio by diversifying with bonds.Even if you’ve been investing in the stock market for a long time, the...

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