Michael Repak April 10, 2019
A Federal Reserve survey released in May of 2018 found that 25% of non-retirees reported having no retirement savings or pension whatsoever.
April 10, 2019
If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.
In the wake of turbulence in the financial markets, it's worth reviewing the legal protections available for assets held by banks, credit unions, and securities dealers.
Medicare, the federal health insurance program that covers most people who are 65 and older, is made up of different parts that help cover specific services.
Long-term care is not just provided in nursing homes—in fact, the most common type of long-term care is home-based care. Understandably, many people put off planning for long-term care.
Taxes can take a big bite out of your total investment returns, so it's helpful to look for tax-advantaged strategies when building a portfolio.
Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that you can live with over a long time.
Dilemma: You want to earn returns that will outpace inflation and provide you with enough income to live comfortably for as long as you're retired, but you don't want to risk losing your gains to a market slump.
April 4, 2019
Traditional long-term care policies require you to pay monthly premiums that typically increase over time.
Designing and managing investment portfolios involves conducting research to select the best investments to meet each client’s needs. In this effort, it is natural to seek to maximize returns because this can improve the probability of meeting our clients investing goals. However, we all recognize that we cannot control the returns provided by the markets.
Marketing Analytics Manager
Vice President & Director of Mutual Funds and ETFs
Vice President & Financial Planner
Senior Financial Planner
Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr
Executive Vice President, President, Private Client Group
Senior Retirement Plan Specialist
Vice President & Senior Estate Planner
Vice President & Head of Wealth Planning
Director of Wealth Management Research
Vice President & Senior Financial Planner
Vice President, Retirement Plan Services Director
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