Retirement Planning

Retirement Preparation Checklist

This year, October 18-24 marks National Save for Retirement Week, a national effort to raise public awareness about the importance of saving for retirement. The week presents an opportunity for individuals to reflect on their personal retirement goals and to make the appropriate adjustments needed to touch-up their growing nest egg. Upon certain yearly milestones, there[...] Continue reading

How They Stack Up: Financial Strengths & Weaknesses of Each Generation

Written by: Bill Engel, CFP® | Senior Vice President For a variety of reasons, millennials, generation x, and baby boomers have different weaknesses and strengths when it comes to how well they manage their finances. While one generation may consist of better savers, they may lack the fundamental knowledge of financial markets, and vice versa. Let’s take a look at[...] Continue reading

Are You Too Conservative?

Since 401(k)s became popularized almost 30 years ago, a significant number of US employees now rely on the vehicle as their primary source for retirement income. However, there is one threat to retirement investors that can unhinge even the best of plans. Being too conservative with 401(k) allocations can have serious consequences, and throw retirement income plans way[...] Continue reading