What You Need to Know about Identity Theft and the COVID-19 Pandemic

What You Need to Know about Identity Theft and the COVID-19 Pandemic

Instances of identity theft fraud doubled year-over-year in 2020 due in large part to the COVID-19 pandemic. Continue Reading

Spotlight: 5 of the Best Designations for Retirement Planners

Spotlight: 5 of the Best Designations for Retirement Planners

When looking for wealth management assistance and guidance, you should first make sure any prospective advisors have qualified and respected professional designations. Because the financial planning profession lacks an industry-wide regulator, there are several different designations, some of which require only minimal experience or education. Advisors who have the Certified Financial Planner® (CFP®) designation, however,… Continue Reading

Spotlight on Retirement Planning Trends for 2021

Spotlight on Retirement Planning Trends for 2021

In this article, we look at some retirement planning trends for 2021, including pooled employer plans. Continue Reading

5 Questions You Need to Consider for Retirement

5 Questions You Need to Consider for Retirement

Retirement-related anxiety is a common theme among Americans. According to GOBankingRates’ 2019 retirement survey, 64 percent of the survey’s 2,000 respondents expect to retire with less than $10,000 in savings. Moreover, almost half of all respondents said they had no money set aside for retirement. These numbers are in stark contrast to the general retirement… Continue Reading

5 of the Best States for a Financially Comfortable Retirement

5 of the Best States for a Financially Comfortable Retirement

Florida, Tennessee, and Wyoming are among the best states for retirees in regard to tax breaks and the cost of living. Continue Reading

5 Trends in Identity Theft That You Need to Know

5 Trends in Identity Theft That You Need to Know

In this article, we look at the effect of COVID-19 on identity theft and a few other trends. Continue Reading

6 Tips You Need to Know for Late Retirement Planning

6 Tips You Need to Know for Late Retirement Planning

It’s best to start saving for retirement as early as possible, but you can still comfortably retire if you start at 40 and follow these steps. Continue Reading

5 of the Most Popular Identity Theft Protection Services

5 of the Most Popular Identity Theft Protection Services

No service can guarantee identity theft protection, but these can effectively monitor and alert you to suspicious activity. Continue Reading

Here Are 7 Metrics That Help Gauge Portfolio Performance

Here Are 7 Metrics That Help Gauge Portfolio Performance

The overall return of an investment portfolio doesn’t paint an accurate picture of manager success. These metrics provide necessary context. Continue Reading

You Need to Know These 5 Investment Strategies

You Need to Know These 5 Investment Strategies

Determining the right investment approach requires examining your goals and level of risk you’re comfortable with. Continue Reading