Women are taking on more responsibility for their financial lives compared to previous generations. There are several reasons why this is important. In the past, women have typically worked less than men as they were the primary caregiver, which means they had fewer opportunities to contribute money in retirement plans, savings, and investments.
You probably are already aware that we are currently enjoying historic lows in unemployment. According to the Bureau of Labor Statistics, the overall jobless rate as of September 2019 was 3.5%. But what you may not know is that the jobless rate for workers over age 55 is even lower (2.4%) than the overall jobless rate!
As a financial advisor, I have long been frustrated by the lack of financial planning that our education system provides. Most Americans are provided skilled teachers with tools and curriculum designed to equip them with the areas of knowledge needed to work for employers. When it comes to taking care of themselves both financially and in other areas of their lives, they are left to
You’ve just spent the best day of your life celebrating your new marriage with all your family and friends. You can’t wait to start the rest of your life with your new spouse. Now that the cake is gone and the confetti has settled, it’s time to take a look at your new life together and get on the same page when it comes to your finances.