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Past Commentary & Articles
Millions of people worldwide are affected by epilepsy, a debilitating disorder, and Purple Day aims to increase awareness of this condition. Caring for a child with special needs can be expensive, but a financial advisor can assist in finding resources to subsidize the significant annual costs.
If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your healthcare needs.
The sudden and dramatic downfall of Silicon Valley Bank led to a surge of withdrawals. In response, the FDIC swiftly established the Deposit Insurance National Bank of Santa Clara, and transferred all deposits from the defunct bank into it. Ultimately, the FDIC’s goal is to protect depositors and prevent any damage to the broader economy.
Those of us who follow the stock market are always on watch for a different, more maddening March Madness — the unexpected market or economic news that can send the markets fluctuating between airballs and slam dunks.
A 401(k) plan helps attract and retain dedicated employees while also building a secure retirement. As a sponsor, paying close attention to plan details, particularly the fees, is important. In this article, we discuss why fees matter for employer-sponsored plans.
In periods of heightened volatility and uncertainty specific to the health of our financial institutions, investors rightfully require assurance that their bank deposits are not at risk and that their “safe money” is indeed safe.
One of the many complex decisions you’ll face as you approach retirement is when to claim Social Security benefits. This decision can have a significant impact on your financial well-being in retirement.
Financial planning is a journey, not a destination. Working with a trusted financial advisor can help you increase financial peace of mind both now and in the future. Keep these five tips in mind as you embark on your financial journey.
Divorce can be an emotionally challenging process, but the work doesn’t end with the final settlement. It’s essential to take steps to secure your financial future. By taking ownership of your finances, you can empower yourself and look forward to brighter times ahead.
Serving as the executor of a loved one’s estate comes with responsibilities that can seem overwhelming – from understanding the legal obligations to managing assets and distributing the estate. It is important for you to know what is expected of an executor or trustee and how you can help provide for smooth administration in the future.
Small, simple steps are a great way to build momentum and focus on your financial future. When it comes to money, the sooner you can focus, the easier it will be to work toward your financial goals. Here are five tips to help get you started.
Many women are anxious about their financial situation, with statistics showing they worry about immediate and long-term financial security, have lower retirement balances than men, and fear outliving their retirement savings. Despite these concerns, women are predicted to control more than $30 trillion in investable assets by 2030.