Women and Financial Advisors

Staying in control of your finances is one of the most important and difficult responsibilities for most adults. The results, then, when Forbes Insights and Northwestern Mutual surveyed a group of women regarding how their confidence correlates to their finances, were not surprising. The survey … [Read more...]

Make the Most Out of Your Tax Refund

  A tax refund is not a bonus, but people often treat it that way. In reality, your tax refund is a reimbursement from the government for withholding too much of your income. The average federal tax refund this year will exceed $3,000. Before making a reservation at the nicest restaurant … [Read more...]

Millennial Millionaires? A Financial Advisor Could Help You Join The Ranks.

  Millennials, or young adults under the age of 35, may not feel they’re on a career trajectory toward becoming a millionaire. However, with careful planning and advising, many millenials can obtain this goal and set aside a comfy nest egg for adulthood and retirement. The key is … [Read more...]

Retirement Income Payment Plans – Choose Wisely

If you are getting ready to retire,  you may find yourself faced with the question of how you should receive income payments – in increments or all at once. Most people end up choosing steady payments, or "life annuity".  Having that steady income can make for less stress than taking a big lump … [Read more...]

Retirement Planning: Don’t delay, start now.

These days, retirement looks nothing like it did generations ago. This means that retirement planning has evolved as well. Long gone are the days of guaranteed pensions and health insurance for life.  With growing health consciousness and longer life expectancies, your retirement dollars have to … [Read more...]

Foreign Direct Investment Expected to Grow

According to the United Nations’ annual World Investment Report, published by the organization’s economic think tank UNCTAD, global foreign direct investment will rise 12.5 percent to $1.62 trillion this year as the economic recovery tempts China, private equity and big companies. The UN has … [Read more...]