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Employee Financial Health: How Companies Can …

WEBCenter for Financial Services Innovation Employee Financial Health: How Companies Can Invest in Workplace Wellness 3 Executive Summary There is a tremendous business …

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Retiree Statistics: Planning For The "Retirement Spending Smile"

WEBTotal annual expenditures for retirees aged 55-64 amount to $56,267; $48,885 for those aged 65-74, and $36,673 for retirees over 75. Overall, the BLS shows a 13% reduction …

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Tax Incentives That Make Rich People Love Health Savings Accounts

WEBAdvantage #1: Funding Through Pre-tax Contributions. Single people can put up to $3,400 annually in health savings accounts, while the family maximum contribution amount is …

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FinancialWealthNetwork

WEBKnowledge Is Your Most Valuable Asset. Our network of financial advisors can provide you with a wide range of wealth management products and services. Once you’ve outlined …

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Financial Health Check Archives

WEBIf money worries are keeping you up at night and hurting your ability to focus at work, you’re not alone. Not even close.Financial stress distracts 1 in 3 Americans in the workplace, …

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Automated Advisor Services: Major Pros and Cons of Robo-Investing

WEBThere are three main pros to taking this type of investment approach: Standalone automated advisor services offer incredibly low annual fees. While human financial …

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Avoiding Financial Hardship Due to Serious Personal Injury

WEBAccording to the 2017 study, researchers found almost 71% of uninsured ER patients aged 18-64 face financial hardship. On average, uninsured subjects who incurred $27,420 in …

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Ethical Investing: How Millennials Influence the Market

WEBHow Socially Responsible Business Practices Improve Fund Performance. Implementing ethically responsible business practices can actually improve fund performance, …

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Medical Archives

WEBSay the words “triple tax-advantaged,” and you’ll see many people’s eyes glaze over. (Someone might try changing the subject to the latest Game of Thrones episode.) Not …

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Four Ways to Make Your Retirement Income Last Longer

WEB#3: Get creative with your housing options/living situation. Your house is likely your biggest asset as well as your greatest expense. With that in mind, think about how you can use …

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Understanding Assisted Living Insurance Policy Benefits

WEBNo matter how you purchase an assisted living insurance policy, be sure carefully review your options with your financial advisor. Your financial advisor can evaluate whether the …

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5 Kids’ Books That Teach Basic Financial Literacy Skills

WEBBelow are five excellent fiction books that sneak in basic financial literacy lessons for kids: 1. If You Made a Million by David M. Schwartz (ages 4+) This book teaches kids all …

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Seven Job Sectors That Employ More People In Their 50s

WEB#7: Real Estate Broker/Realtor. Real estate brokers/realtors have a median age of 50.7 years old and enjoy salaries around $56,054/annually. This is a field where life …

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Financial Wealth Network

WEBUsed car salesmen get a bad rap, but that doesn’t mean you can avoid purchasing another vehicle your whole life. After all, used car salesmen provide a useful service when you …

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Tools and Calculators

WEBSavings Goal Calculator. Our savings goal calculator helps you determine how much you need to contribute each month to reach a specific investment goal, whether it’s $5,000 …

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3 Retirement Revenue Stream Options to Consider Investing In Now

WEBOption 3: Purchase An Annuity. In the past, annuities got a bad reputation. Regardless, several key reasons make annuities attractive as retirement revenue stream options. …

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Learn What Items to Include When Counting Your Investable Assets

WEBvehicles. art. furniture. jewelry. collectibles. These items are included when you add up your net worth but do not count toward your investable assets. If you have an ownership …

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Risk Tolerance Software: Know Where You Stand Before You Invest

WEBThese software products, which cost anywhere between $59-$145/month, can help you assess your own risk tolerance: FinaMetrica offers a risk tolerance profiling tool that …

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