Gen Xers: Retirement Reality and Factors to Consider

Gen Xers are beginning to enter their 40s and 50s, which means that it’s time to start actively planning for retirement. When thinking about retirement, it’s not as cut and dry as ensuring a steady monthly income. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and healthcare. Make […]
States Brace for Baby Boomer Retirement Age Challenges

There are demographic and cultural shifts occurring in the United States. The baby boomer generation continues to “gray” the country and is changing the way individual states set budgets and health care policies. More attention will be paid to the needs of the post age 50 generation(s). Changing attitudes towards working past the age of […]
Planning For The Financial Future Of A Troubled Adult Child
Your 3-Step Guide to Creating an Informed Estate Plan Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. The last thing you want is for your wealth to end up having a negative impact on […]