Planning for College Investing and financial planning can be complicated. Many parents direct all of their savings into one account to maximize their investments. Discerning how much of your savings should go towards your child’s education and how much should be set aside for your retirement can be difficult to discern, if not down right confusing. Many financial […] READ MORE
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game. Share the Wealth of Knowledge! Please share this market update […] READ MORE
When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture. If you zoom out a bit in history, most investors haven’t lived through a prolonged price drawdown. For example, a bond fund manager would need to […] READ MORE
Saving for retirement isn’t easy in ordinary circumstances. But with wage growth near non-existent and underemployment ridiculously high it becomes challenging for most and even harder for most women. According to a recent study, only 62 percent of women said they were saving for retirement, just 15 percent said they were saving enough and 22 percent […] READ MORE
Women now comprise nearly half of the U.S. workforce, and they now earn a higher percentage of the bachelor’s and master’s degrees compared to men. So how come women’s average retirement plan balances are just 60 percent of men’s average balances? No, it’s not because there was just a great shoe sale! CONTRIBUTING FACTORS Several […] READ MORE
So, you think you’ve got this investing game down, right? You got 6% of your paycheck going right into your company 401(k) plan, invested in mutual funds. The plan is allocated to your Target Retirement Year or horizon (Target Date Funds) and it’s Auto Re-balanced 4 times/year! Easy, peasey! Well, yes. Investing in mutual funds […] READ MORE