Articles
Where Will CD Rates Go in 2024?
Where Will CD Rates Go in 2024? With inflation easing, you may want to lock in today’s CD ratesSHOPPABLE SOLUTIONS It all depends on the
December 11, 2023
Articles
Meet the CDFA, a certification for advisors with wealthy clients facing divorce
The proliferation of so-called gray divorce — involving couples aged 50 and up — has also led to an increase in financial advisors seeking an industry designation that helps them add value during one of the most high-stakes and vulnerable moments in a client’s life.
November 23, 2023
Articles
Retirement Planning for Women
There are four main financial challenges women face when nearing retirement: the gender pay gap, having less money in their savings, taking time off work for caregiving duties and having a longer life expectancy. Learn about investment strategies, financial literacy and retirement lifestyle tips to start retirement planning today.
November 7, 2023
Articles
How’s your 401k doing after 2022?
How’s your 401k doing after 2022? For retirement-age Americans, not so well
October 12, 2023