6 Important Financial Strategies For Your 20’s and 30’s
Personal Finance & Investing For Generations X and Y Personal finance and investing is an enormous field that provides many options. We wrote this guide to help individuals in their 20’s and 30’s navigate the world of investing and personal finance and to help them start thinking seriously about their financial future. INTRODUCTION 20 and […]
Women and Investing
A Financial Guidebook For Women Women investors face many challenges to building wealth and securing their financial future. This guide was developed as a resource for women who are seeking guidance on how to take control of their financial lives. We hope that you will find it useful and we encourage you to take notes […]
Retirement Questions Government Employees Should Be Asking
Preparing For a More Comfortable Retirement As financial professionals who specialize in helping government employees transition from work to retirement, we understand that you may have questions about when and how you can retire. This special report addresses some common questions and presents some strategies to help you prepare for a more comfortable retirement. INTRODUCTION […]
Giving Back With Planned Philanthropy
Strategies For Creating Change Through Your Legacy Success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society. We created this special report to share some of the financial and social benefits of a proactive approach to philanthropy. “To know even one […]
7 Principles of Long-Term Investing
Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their investing strategy. Through years of experience, we have observed the effects of fear, greed, lack of discipline, […]
401(k) Action Steps to Take Now In Order To Take Charge of Your Financial Life
Have you ever switched jobs? Research shows the average American employee switches jobs 11 times before retiring.1 Job changes means many Americans have old 401(k) plans that may not be allocated properly to help to prepare them for retirement. 401(k) ACTION STEPS TO TAKE NOW IN ORDER TO TAKE CHARGE OF YOUR FINANCIAL LIFE Every […]
6 Common Retirement Questions for Educators
How to Prepare For Retirement As investment executives who specialize in helping educators make the transition from work to retirement, we understand that you may have questions about when and how you can retire. This special report addresses some common questions and presents some strategies to help you plan for a comfortable retirement. INTRODUCTION In […]
America’s Retirement Crisis
FACING THREATS TO RETIREMENT PROSPERITY America is facing a serious retirement crisis: Many Americans are not confident that they will be able to enjoy a comfortable retirement, and many retirees face longevity risk, or the danger of outliving their life savings. The 2008-2009 economic downturn drastically changed the financial landscape and caused profound shifts in […]
Getting a Good Night’s Sleep
You’ve heard it said, “There aren’t enough hours in the day.” Hyper-productivity at the cost of all else is becoming an epidemic, and the inevitable trade-off is that most people aren’t coming anywhere close to the 7 to 9 hours of sleep recommended by sleep experts. The consequences of sleep deprivation range from short-term, such […]
Facebook Security: Protecting Yourself on Facebook
Many believe that they are secure when browsing or using Facebook. However, what you don’t know can hurt you. Basic security is essential when using Facebook, and knowing what to look for, how to set up your security settings, and how to make sure you are as secure as possible can help you to safely […]
