Currently Browsing:Investor Education

Build your emergency fund this year. Kenneth Hagel How much does the average American household have in the bank? Estimates vary, but the short answer to this question is “not enough.” Last year, a GoBankingRates poll discovered that 57% of U.S. households had less than $1,000 in deposit accounts (although, 25% reported having at least

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https://www.marketwatch.com/story/5-ways-life-could-change-for-retirees-in-2018-2018-01-09/

Take these financial lessons to heart.  Provided by Kenneth Hagel  You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin. How much do you save per month? Generations ago, Americans routinely saved

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Wise Bread shows you how to plan to meet 5 overlooked retirement challenges: https://tinyurl.com/y8dha4d6

Read this CNBC article. .

What pre-retirees owe could compromise their future quality of life. Provided by Kenneth Hagel The key points of retirement planning are easily stated. Start saving and investing early in life. Save and invest consistently. Avoid drawing down your savings along the way. Another possible point for that list: pay off as much debt as you

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Basic estate planning documents may not communicate your intentions. Provided by Kenneth Hagel There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still leave something to be desired. While appropriate documents may be in place, they may not be able to

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How can you convey its importance and its meaning?   Provided by Kenneth Hagel  Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, at some point they may discern how wealthy you are – and in turn, learn how “rich”

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Markets have cycles, and at some point, the major indices will descend. Provided by Kenneth Hagel We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at all-time peaks. Investors are delighted by what they have witnessed. Have they

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What do you need to know about workplace retirement accounts? Forbes has details: http://tinyurl.com/ybsasq9f