Should Millennials Be Your Money Models?
Gen Y is doing some things right when it comes to saving & investing. Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? In some
April 2017 Monthly Economic Update
The Month in Brief Stocks went sideways rather than north in March, with the S&P 500 losing just 0.04%. The Federal Reserve made another quarter-point interest rate move, and overseas, the United Kingdom initiated Brexit
The A, B, C, & D of Medicare
Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: Original Medicare America’s national
The Federal Reserve Raises Benchmark Interest Rate
Monetary policy is normalizing due to economic improvement. On March 15, the Federal Reserve raised the benchmark interest rate by a quarter-point to a range of 0.75-1.00%. The increase was widely expected, and it represented
Robo-Advisors vs. Human Advisors
If an investor chooses a non-human financial advisor, what price could they end up paying? Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance
March 2017 Monthly Economic Update
The Month in Brief February was a great month for stocks and a historic month for the Dow Jones Industrial Average. The blue chips closed at record highs for 12 straight trading sessions, a feat
Building an Emergency Fund
We all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met. Imagine a
How Much Will You Spend When You Retire?
You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough income to meet his or her expenses. Ideally, retirees should be
Managing Money Well as a Couple
What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as
February 2017 Monthly Economic Update
The Month in Brief Stocks advanced again in January. The Dow Jones Industrial Average closed above 20,000 for the first time, and the S&P 500 gained 1.79% on the month. As January ended, politics took