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Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth.1 Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children

With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping Social Security healthy is a major concern.1 Social Security isn't in danger of going broke

In 2022, U.S. inflation hit a 40-year high, with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over the previous year.1 During these uncertain times, stocks have continued a roller-coaster ride...

Financial independence means different things to different people. For some, it might mean early retirement. For others, the ability to travel the world. It is the freedom to leave a job that is no longer personally or professionally...

A regular program of disciplined financial practices can help you in the long-run.Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it.

The sandwich generation is a term commonly used to describe those between the ages of 40 and 59 who are responsible for raising their family and are also often helping their aging parents manage their ongoing needs.

The Stock Market has been trying to teach these lessons forever…. The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons...

Warren Buffett on How to Plan for Inflation

Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS®

Thursday, May 26, 2022

Inflation swindles almost everybody – stock investors, bond investors…We’ve all heard about Warren Buffett, the 91-year-old multibillionaire known for his friendly demeanor, modest style of living in Omaha

Planning For Unexpected Costs Before You Retire

Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS®

Thursday, May 26, 2022

Your retirement planning needs to incorporate more than just investments.Your open heart and your relatives can combine to threaten your retirement savings – savings you soon may need. Learn the true cost to your future

Fatherly Advice: 6 Timeless Financial Tips Our Fathers Taught Us

Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS®

Thursday, May 26, 2022

Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations.

5 Life Events That Impact Your Life Insurance Needs

Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS®

Thursday, May 26, 2022

A life insurance policy is part of financial planning. Life insurance is there to help ease the financial trauma that comes with the loss of a spouse, parent, or partner. As you encounter different events in your life, you may need to...

Investing is stressful. It takes sound mental decisions to weather the ups and downs that come with the markets and investing in general. Whether you are managing your financial portfolio or making investments on the side, staying...

You may be retired and considering investing some of your retirement nest egg. Depending on your situation, it is crucial that investing in the stock market, bond market, or other investments does not jeopardize your retirement savings

Making sure your investments help you work towards your true life goals. Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that may lead us to make financial mistakes.

According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was $9,970 for in-state students and $25,620 for out-of-state students.