Some Ways to Account for Inherited Assets

As difficult as it is to lose a loved one, it would be nice if the financial situation sorted itself out after a death. Unfortunately, receiving the assets of a deceased spouse or family member can be a complex process. Most people have their money…

Boomer Boom or Boomer Bust?

The phrase “boom or bust” refers to a scenario of great prosperity or economic growth followed suddenly by a period of decline. Some economists suspect the aptly termed “baby boomers” could potentially create just such a phenomenon during their twilight years. As the largest demographic…

More Options Don’t Always Lead to More Money

When it comes to managing finances, people have more choices than ever. Convenience may be at an all-time high — with financial vehicle options that fit a wide variety of needs — but this also means there are more choices that aren’t necessarily in the…

Stay Plugged in to New Tech Trends

Technology hasn’t just improved over time; it’s also matured its users. Today, the average child gets his or her first cellphone at age 10.1 In past generations, 10 was about the age when parents finally let their kids use those creepy crawly bug makers that…

You Can Bank on Financial Apps – to a Degree

Financial technology, also known as fintech, is a growing business model among companies looking to use software to provide financial services. The ability to make transactions from any location, and at any hour, makes online banking and bill paying increasingly appealing. For this reason, fintech…

FDR’s Influence in Challenging Times Still Resonates

When President Franklin D. Roosevelt was sworn into office in 1933, the United States was mired in the worst financial period of its history. FDR’s election came in the middle of The Great Depression, when unemployment reached 25 percent overall, and as high as 50…

Why Dividend-Paying Stocks Are So Popular Now

Not only are the economy and financial markets sending mixed signals, now the Fed is too. Up until recently, the Federal Open Market Committee of the Federal Reserve Board had been unanimous in its efforts to either hold steady or slowly increase interest rates based…

Home Sweet Home

Like other aspects of the economy, the real estate market has been slow to recover to “normal” levels. But we believe there are some positives that come with the lull in housing sales. In some pockets of the country, prices have escalated substantially due to…

More Retirees Heading for Hubs

When retirement is on the horizon, many people put their current hometown in the rearview mirror. As the retiree population continues its upward trajectory, we expect popular retirement destinations to grow right along with it. A recent study by McKinsey & Company identified 13 U.S….

The Media that Cried “Crisis”

The word “crisis” has become quite popular in our 24-hour news cycle. It’s a word media outlets have attached to everything from student loans to weight gain to a national shortage of biscuits in an attempt to maximize the eyeballs on their content. [CLICK HERE…