Robo-Advisors vs. Human Financial Professionals
If an investor chooses a non-human financial advisor, what price could they end up paying?
The Importance of Proper Planning for a Physically Ill Spouse or Loved One
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is always the best place to start.
Cash Flow
The SECURE Act
Long-established retirement account rules change.
Measuring the Value of a Financial Advisor
One study asserts that these relationships can make a difference for investors.
What’s the Best Gift this Holiday Season?
You’ve probably never asked your adult children and younger relatives whether they have security software on their computers and devices. Why would you? They’re digital natives, born with keyboards under their fingertips.
It may be time to ask.
In an unexpected twist, the best gift for some younger Americans this holiday season may be data protection software or services. A 2019 You.gov poll reported 35 percent of Americans, ages 18 to 34, think their data and personal information is ‘not very or not at all vulnerable’ to hackers.1
End-Of-The-Year Money Moves - 2019
Here are some things you might consider before saying goodbye to 2019