July 30, 2018
Squeezed in the middle, you're in the "sandwich generation" — a group loosely defined as people in their 40s to 60s who are "sandwiched" between caring for children and aging parents.
Whether this is your first child or your fourth, here are some financial matters to think about and plan for before and after baby arrives.
The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation.
May 30, 2018
You've worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you'll need to carefully manage your assets to give them lasting potential.
May 18, 2018
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's predicted to be trillions of dollars over the coming decades.
April 5, 2018
Planning for retirement is an important and sometimes difficult endeavor. As a member of the military, you may have some special opportunities and challenges when preparing financially for retirement. Often, retiring from the military leads to a second civilian career--and a second retirement.
March 29, 2018
Both traditional and Roth IRAs feature tax-sheltered growth of earnings. And both give you a wide range of investment choices. However, there are important differences between these two types of IRAs. You must understand these differences before you can choose the type of IRA that's best for you.
March 28, 2018
As soon as your children begin to handle money, start teaching them how to handle it wisely.
You vaguely remember signing a form every year at college registration time. Now that you've graduated, it's all become painfully clear — those forms were promissory notes detailing your student loan obligations.
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
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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