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...
Roadmap to College Planning for Parents

Roadmap to College Planning for Parents

It seems like just yesterday that I was trying to figure out how I am going to pay for three kids to attend college at the same time. My goal was to pay as much as I could, and also encourage them to have a little skin in the game by going out-of-state to gain more...

Retirement Planning for Millennials

The Millennial Economic PictureMillennials, born between the mid-80s to mid-90s, are America’s largest and most diverse generation. As is well-documented, Millennial spending and investing habits are shaped by living through the Great Recession and market losses....