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Month: July 2017


The Mental Mistake Hurting Millennial Investors

July 28, 2017

An Excerpt from the Article: A decade after the economic collapse, a new generation of investors are still feeling its impact. Despite having been mainly on the sidelines during the peak of the financial crisis, 82 percent of millennials say their investment decisions are influenced by it, according to a recent Legg Mason survey. An even larger…

Holiday Budget Worksheet

July 19, 2017

  Click BELOW to download the Holiday Budget Worksheet! Holiday Budget Worksheet

Savings and Investment Updates

July 11, 2017

  The American College of Financial Services recently posted some surprising results from its Retirement Income Literacy Quiz. Nearly three-quarters of respondents ages 60 to 75 failed the test with a score of 60 percent or less.1 The quiz included topics such as which expenses are covered by Medicare and long-term care insurance and what…

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