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 More

Why 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 More

June 2019 IAC Video

Please ​click here​ to watch the June 2019 Investment Advisory Committee’s video update from IAC chair, Will Olinger.

Read More