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Gray Divorce: The Beginning of a New Financial Life

Even though overall divorce rates are declining, there has been a rise in divorces for older Americans. In fact, the divorce rate for U.S. adults aged 50 and older has roughly doubled since 1990.1 Many in the baby boomer generation may be reprioritizing their lives and gaining a greater sense of self and what they…

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Receiving an Inheritance? Make Sure Your Money Works as Hard as You Do.

Are you about to receive an inheritance from a family member, perhaps a parent or grandparent? Inheriting wealth has become increasingly common as older generations are expected to hand down approximately $70 trillion between 2018 and 2042.1 As a part of this great transfer of wealth, you may be wondering what to do with this…

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Checklist on notebook 16

A Tax-Smart Checklist—No Matter Your Age

With everything going on in our lives, everyone can always use a helpful checklist to make sure they remember to keep things moving, accomplish what they plan to accomplish, and not put important decisions on the back burner. This is especially true when it comes to being tax-smart about your investments. It’s probably the last…

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Young woman using laptop as an entrepreneur

Do You Match the Profile of a Successful Entrepreneur?

Entrepreneurs have unique challenges that require a unique set of skills to be successful. If you’ve ever considered owning your own business, read on to see if you’ve got what it takes to make it on your own. Vision Do you look into the future and design a plan to get there? When starting a…

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