[vc_row][vc_column][vc_column_text] Some are planning wisely, but others are beset by mistakes. Generation X has become the new “sandwich” generation. Many Americans born during the years 1965-80 are finding themselves caring for aging parents and growing kids at once, with little time to devote to their personal finances...Read More
Are Gen Xers Planning for Retirement the Right Way?
[vc_row][vc_column][vc_column_text] Congress just eliminated two popular strategies used to get greater retirement benefits. If you want to claim Social Security benefits soon, keep a date and a number in mind. The date is April 30, 2016. The number is 62. Recent changes to the Social Security benefit rules...Read More
[vc_row][vc_column][vc_column_text] You don’t need to be wealthy to make an impact and get a win-win. Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,” yet...Read More
Standards matter, especially in wealth management. Who should manage significant wealth? In recent years, more and more high net worth households have found their answer to that question: a Registered Investment Advisor. What is the RIA difference? RIAs have a fiduciary duty to act in your best...Read More