5 Financial Wellness Tips for the Sandwich Generation

September AOTM Image No Text

Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is for you. We know you have an extremely challenging lifestyle that requires a lot of resilience and patience, so this article will provide tips on how to better manage your […]

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8 Simple Tips for Organizing Your Finances

August AOTM

Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of your financial situation throughout the year. Whether you need to overhaul your budget, assess your credit standing, or get a better handle on your investments, stick to these 8 daily […]

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Changing Jobs? Don’t Forget Your Retirement Account

AOTM July 2019

People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are advantages of taking your old retirement plan with you when you leave. An old account can be transferred to an IRA (Individual Retirement Account) or a new employer’s retirement plan. […]

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5 Tips for Managing a Sudden Financial Windfall

5 Tips for Managing a Sudden Financial Windfall

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion dollars is expected to change hands in the next 25 years. You may acquire sudden wealth in other ways, such as the sale of a business or property, divorce settlements, winning […]

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Is Your Buyout a Sell-Out?

If you work for a major corporation, you may have been offered a pension buyout. If you haven’t, there’s a good chance it’ll happen sooner than later. That’s because corporations want to reduce their pension liability. Let’s be clear, future pension liabilities can be a gigantic financial burden. Getting the liabilities off the books is […]

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Preparing for the Long Term

Do you ever think about suddenly becoming incapacitated and not being able to provide income for you and your family? It’s something most of us don’t want to think about. I get it. While death is inevitable, and many people purchase life insurance to protect their families when that inevitability occurs, only 9% of Americans […]

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Being an ESG Millennial Investor

In talking with millennials, I find many have a difficult time thinking about investing. When retirement is so far away, living today is much easier than saving for the future. I always point out to my millennial friends, the earlier you start on the road to investment – the earlier you make putting money aside […]

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Let’s Not Panic

A lot of people are looking at the Dow, NASDAQ and the S&P 500 and deciding they want off this roller coaster. They check out the individual stocks they’re invested in, see all the numbers are shaded red, and they’re yelling, “Sell!” I understand the kick in the gut you may be feeling. After all, […]

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Don’t Take It to the Bank

One of my greatest frustrations is people who think it’s a good idea to put their hard-earned money into their bank’s savings account. In fact, it’s barely better than stuffing your savings under a mattress. I’ve heard all the arguments about how safe your money is in a bank with the Federal Deposit Insurance Corporation. […]

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The First Step is the Biggest

Is there anything more monumental in a child’s life than their first step? They were crawling for so long. They scooted around in their baby walkers. They stood, shakily, holding onto the rail of their crib. Then, it happened. Standing in the middle of the room. They lift a foot and set it down. “One […]

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