Financial Planning
What Are The Warning Signs Of Financial Scams Targeting Older People?
If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you’re not alone. According to the Senate Special Committee on Aging, older Americans lose an estimated $2.9 billion annually to fraud and exploitation, a number that is probably substantially underreported. 1 Most scams…
Read MoreJuly 2019 Market Review
To download the 2019 market review please click here.
Read MoreWhy Not Do It Now? New Research on Procrastination
Do you have a tendency to push off important tasks? Do you do things at the last minute, or maybe not do them at all? If so, you’re not alone. About one in five adults is a chronic procrastinator.1 Procrastination can be frustrating in the short term for even the simplest tasks. But it can…
Read More2019 Quarter Two Market Review
Click here to download the 2019 quarter two market review.
Read MoreJune 2019 IAC Video
Please click here to watch the June 2019 Investment Advisory Committee’s video update from IAC chair, Will Olinger.
Read MoreMay 2019 Market Review
To download the May 2019 market review please click here.
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