Articles

March 29, 2023

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Little better than keeping money under the mattress, the idea that bank accounts are the best way to save for retirement is a myth. In reality, they are one of. . .

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the masses about niche marketing.  We listened and drank the Kool-Aid.  It happened across almost. . .

March 24, 2023

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Too many employees are cashing out their 401(k)s when leaving a job, significantly impacting retirement security. This trend has been attributed to the “Account Composition Effect,” which describes the tendency. . .

March 24, 2023

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Guaranteed minimum income benefits (GMIB) are a type of financial product that provides investors with a guarantee of a minimum level of income during retirement. These benefits are offered as. . .

March 24, 2023

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As people age, the need for long-term care services becomes more likely. In fact, about 70% of people over age 65 will require some form of long-term care during their. . .

March 23, 2023

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As people plan for their retirement, one crucial aspect often overlooked is the cost of long-term care. With an aging population, increasing expenses faced by retirees and their families due. . .

March 22, 2023

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The fact is both scientific and straightforward: Women live longer than men! For several years our family worked as volunteers for the food bank. It supplied those in need with. . .

March 22, 2023

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Understanding the language of longevity is a crucial step in securing your future. According to a report released by the TIAA Institute, there is a direct correlation between an individual’s. . .

March 21, 2023

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Leaps and bounds, but still a long way to go. Nothing compares to the feeling of opening the first bank account in your own name. For women, it means so. . .

March 15, 2023

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With the failure of several large banks in this country, concern over the banking industry is merited. Since size doesn’t seem to be an issue, both small and large banks. . .

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