According to a survey by the Society of Actuaries, one of retirees’ biggest fears is investment losses. According to their 2021 study, 66% of pre-retirees are concerned the value of their savings and investments might not keep up with...
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Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those looking to invest for the short-term, there are multiple options available. What is a Short-Term Investment? Short-term investments are...
Identity theft is on the rise. The most recent statistics (2014), according to the Bureau of Justice Statistics, an estimated 17.6 million Americans were victims of identity theft. That is nearly 7% of US residents. Most victims experienced the...
One of the greatest worry’s for anyone who is retired, is running out of money. Of course, if we knew how long we would live it would make the process much less stressful. We could simply spend down our...
Life’s emotional challenges are often intertwined with life’s financial challenges. When it comes to advanced financial planning, these life challenges are scrutinized for their financial impact. Consider three significant life-changing events: • the birth of a child • the...