Saving
Gender Dynamics: Pre- and Post-Pandemic
In past recessions, industries like manufacturing and construction were often the hardest hit. For example, some economists referred to the Great Recession as a “man-cession” because at the outset, more…
Read MoreWhat Does National Stimulus Relief Mean for You?
On March 27, 2020, President Donald Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a historic $2 trillion stimulus package designed to provide economic relief…
Read MoreContingency Plans Helpful to Weather the Unexpected
Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover three to six months of living expenses. It makes you wonder why America’s…
Read More2020 Market Update: Reversal of Sentiment
After making a bunch of gloom-and-doom predictions about the markets in 2019, with fears of a pending recession, Wall Street money managers have a considerably more brightened outlook for 2020.…
Read MoreStudent Loan Debt Affects More Than Millennials
Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and,…
Read MoreTax Updates and Reminders
As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts, such as an IRA…
Read MoreWhat’s New in Banking
Nearly a quarter of the adult U.S. population is “underbanked.” This means they don’t regularly use a bank (or a bank’s mobile/online capabilities) to deposit checks and pay bills. That’s…
Read MoreExamining the work/life balancing act
Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years…
Read MoreWhere Is Dad’s Money?
Imagine if, sadly, Dad dies or becomes incapacitated. You’re in charge of handling all his financial affairs, from managing his investments to putting income sources in place for Mom. …
Read MoreTech Talk: Energy Innovation, Machine Learning and Artificial Intelligence
Technology is the largest single segment of the stock market — bigger than the industrial and financial sectors. It’s also an industry of constant innovation and unlimited potential, presenting enormous…
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