Retirement Planning Tools

Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their financial advisors needed to learn how to plan for older people who are living longer than ever….

The Art of Being Happy

When are we happiest? A new study by the Resolution Foundation reveals that the two ages when people tend to be their happiest are 16 and 70.1 This makes sense when you think about it. Sixteen is often the first time children get a taste…

IRA Refresher

In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at $1,000.1 If you’re thinking about investing in an IRA or increasing your contribution, here’s some…

Insights from the “Oracle of Omaha”

In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with positive and sustainable economic characteristics – and to buy them at sensible prices.1 Berkshire Hathaway joined many other companies in buying…

Navigating your finances as a couple

Tax season is a good time for couples to get on the same page regarding household finances. Now that you’ve filed your 2018 taxes, take time to think about how you can better work together with your spouse as you navigate 2019. Particularly for those…

Savings Ideas for Health Insurance

The growing cost of medical services and health insurance in the United States is a problem that is not isolated to a single demographic. Many people are impacted. The latest surveys of American businesses report that health insurance and benefits are one of their greatest…