You’ve seen them on Instagram. You know, those carefree couples who are always jet-setting from one exotic destination to the next. Like the guy and gal you met at work – yeah, the perpetually well-dressed ones. Where did they go recently? The Caribbean again? Or was it Paris? You can’t keep up. But all you […]
Looking at net worth percentiles and averages by age group… Admit it! You can’t resist comparing yourself and your accomplishments to others, especially your peer group. Right? I do this, too, on occasion. It’s only human. In this article, I’m including several tables and graphs to help you compare. The data are all based on […]
Understanding Financial Advisor Directories Financial advisor directories serve as essential tools to help consumers discover, research, and vet potential advisors based on their specific needs, location, specializations, and credentials. These directories fall into three main categories: government regulatory databases that verify credentials and disciplinary history, professional association directories that feature advisors meeting specific standards, and […]
Do you work at Verizon? Get the resources you need and expert insights from financial advisors who specialize in helping Verizon employees make the most of their compensation package and benefits. Whether you’re a new Verizon employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s […]
Do you work at Boston Scientific? Get the resources you need and expert insights from financial professionals who specialize in helping Boston Scientific employees make the most of their compensation package and benefits. Whether you’re a new Boston Scientific employee or you’ve moved up the ranks into a management or executive leadership role over a […]
The patterns in ultra-high-net-worth portfolios are more consistent than most people expect, and recent research puts real data behind what we already see in practice. CEG Insights surveyed 350 ultra-high-net-worth investors, defined as those with a net worth of $25 million or more (not including a primary residence), covering their assets, risk tolerance, investment attitudes, and behaviors. […]
It’s easy to get excited about everything “out there” and forget all the local resources at your disposal. Retirees often have more programs and services available than they might realize. Not every benefit will apply to your situation, but it’s a good idea to know what’s available. If nothing else, having a good handle on […]
Ask ten financial advisors whether you should pay off your mortgage before retiring, and you’re likely to get ten different answers — and all of them might be right, depending on your situation. The conventional wisdom that responsible retirees enter retirement debt-free has real merit for some people, but for others it’s a rule that […]
If you’ve ever pulled up a college savings calculator and felt an immediate knot in your stomach, you’re not alone — and you’re probably not as far behind as you think. The benchmarks that investment firms publish are useful planning tools, but they’re built on assumptions that rarely match any real family’s situation, and they […]