The Financial Impact of Losing Your Spouse
The loss of a spouse has profound emotional and financial consequences. Planning for this possibility is vital for your financial...
- Apr 20
Creating a Values-Based Estate Plan
Many investors have some understanding of traditional estate plans that specify how you want to distribute your property after you die. A...
- Jun 17, 2021
Despite Pandemic, Americans Are Saving for Retirement
The global pandemic has taken a grim toll on lives and livelihoods. Many have been laid off, furloughed, or taken on more debt to tide...
- Apr 20, 2021
Is Inflation on the Horizon?
The specter of inflation has long been absent from the American economy. In fact, inflation, as measured by the Consumer Price Index...
- Mar 18, 2021
Social Security and You: What Does the Future Hold?
Social Security benefits currently represent approximately 33% of the aggregate total income of Americans aged 65 and older, according to...
- Oct 15, 2020
Quarterly Economic Update: Third Quarter 2020
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place....