Early on, when Denise Gehringer talked with friends about plans for her son, Jacob, who has Down syndrome, she often heard the same refrain.
If you’re like many Americans, you may not be saving enough for retirement. In fact, nearly half of all U.S. households have no retirement savings at all. But it’s never too late to save, and every little bit makes a difference. This short video explains some of the simple ways you can get started.
This webinar recording discusses the non-financial aspects of making the transition into retirement, such as the emotional connection to work. During this recording, we focus on these non-financial indicators of retirement satisfaction to help you find purpose and fulfillment later in life.
In this article, we explain net unrealized appreciation.
In this article, we explain FDIC insurance.
In this article, we discuss ways to get the most from permanent life insurance.
The stereotype of the ambition less adult child living in their parents’ basement is firmly entrenched in American culture. A less predictable scenario is the married college graduate with two children and an established career who still relies on their parents to help pay bills. Yet this is a reality for nearly half of parents from the baby boomer generation.
In 2022, more than 2.4 million people became the victims of financial fraud, losing a total of nearly $8.8 billion, according to the Federal TradeCommission. People of all ages lost money, but the amount was highest for people over 50, and it increased in correlation with the victims’ ages. In other words—and not surprisingly—as we age, we are more likely to be taken advantage of financially.