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Understanding Investment Challenges Women Face

Preparing for the future is one of the most important aspects of financial strategizing, and a lack of involvement often leaves women, in particular, potentially exposed to financial hardships later in life. Don’t expect a spouse, partner or other family member to help ensure financial security. Women investors face several challenges to helping build wealth […]

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Stanton

How Does an Inheritance Change Your Financial Picture?

According to the Center for Retirement Research, two-thirds of baby boomers can expect an inheritance. If you’re lucky enough to inherit money, you might wonder: how will an inheritance change my financial picture? For some, an inheritance could mean a drastic change in their finances. For others, inherited money might be a nice cushion against […]

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Stanton

Social Security Changes And Your Retirement Picture

  On Nov. 2, President Obama signed into law a budget deal that affects certain Social Security claiming strategies. The changes mainly affected two strategies that helped retirees increase their lifetime benefits: File-and-suspend: A strategy in which one spouse (typically, the higher earner) files and suspends a claim for benefits to allow delayed retirement credits […]

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