As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members.  In fact, over 60 trillion

Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully

Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework and

Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors

Did you achieve your financial goals in 2018? If not, keep reading. To achieve financial fitness this year, set strong financial resolutions that will help

The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating,

The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors?  Robo-advisors are less expensive

Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65

As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with