Dec 31, 2018 | Financial Planning
While money and work have consistently topped the American Psychological Association’s annual Stress in America™ survey over its more than 10-year history, last year a new stressor moved to the forefront: “the future of our nation.”
Dec 31, 2018 | Financial Planning
In the winter of 2017, about 80,000 Americans died of the flu and related complications, while the number of people hospitalized neared 1 million, according to the U.S. Centers for Disease Control and Prevention.
Dec 31, 2018 | Financial Planning, Wealth Management
According to a telecommunications study of 50 billion telephone calls over an 18-month period, nearly four percent of calls in 2017 were fraudulent. In 2018, that number jumped to 29 percent of all calls.
Dec 31, 2018 | Financial Planning, Legacy, Taxes, Wealth Management
While couples tend to work on their retirement plans together, it’s a good idea to stress-test the plan by imagining that the wife might outlive the husband.
Dec 31, 2018 | Financial Planning, Taxes, Wealth Management
Many doctors, lawyers, business owners and self-proprietors miss out on the advantages of a larger employer-sponsored 401(k) plan.