September 2023: Truth or Myth? Understanding Annuities
The world of finance is full of perceptions and misperceptions about annuities. As an overview, annuities are a broad category of financial instruments that is a good tool in certain situations. However, by lumping all annuities into one category, it [...]
August 2023: Managing Your Finances as a Member of the “SANDWICH GENERATION”
Overview If you’re finding yourself toggling between caring for the needs of an aging parent and a child, you’re not alone. The Pew Research Center recently reported that more than half of U.S. adults are part of the “sandwich generation,” [...]
July 2023: The Graying of America – An Overview and a Reinvention
The "Graying of America" in general is a familiar megatrend: seniors are steadily dominating more of the US population. One startling statistic shares that on average, 10,000 baby boomers reach the average retirement age every day (SeniorLiving.org). In 2020, a [...]
June 2023: How Retirees Can Weigh their Financial Health
It's time for a checkup. Retirees have doctor visits to review their health in a variety of ways: blood pressure, cancer screening, annual visits. Finances need their own review to make sure all is on track for long-term financial health. [...]
May 2023: How to Navigate Beneficiary Arrangements
End-of-life planning is no picnic, but the process is an important way to help minimize confusion and avoid potential conflict after the death of a loved one. As retirees plan, it's vital to spend some time considering beneficiary arrangements. Whether [...]
April 2023: Bank Confidence
In mid-March, regulators seized two banks on opposite coasts. Silicon Valley Bank (CA) and Signature Bank (NY). Learn More about Recent News While these recent happenings mark the second and third largest bank failures in the history of [...]
