August 14, 2017
A topic-focused approach to planning allows us to provide advice at the time you need it most in order to help plan for major life events and financial decisions, such as saving for education, growing your family, or preparing for retirement.
June 1, 2017
An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need to locate it relatively quickly.
February 23, 2017
Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your specific situation.
January 18, 2017
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. It's important to understand the different types of policies and what type of insurance is right for you in order to protect your loved ones.
December 9, 2016
As you prepare for life with your new child, it's time to prepare a new financial plan for your family or make any necessary changes to your existing plan.
Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals. For example, do you want to retire early? Would you like to start your own business soon? Do you need to pay for your children's college education? Would you like to buy or build a new house?
Jessica Landis August 23, 2016
When the college bill comes, what are your next steps?
Jessica Landis July 28, 2016
Millennial children grew up during a very uncertain time. During their teenage years and young adult lives, they watched the “dotcom” bubble burst and account values shrink during the great recession.
Jessica Landis June 22, 2016
Gone are the days when someone retires from the company that launched their career. The path to retirement that existed for previous generations has changed for Millennials and Generation Xers, and this is changing how young people need to think about retirement planning. The new path forward offers more mobility, but it also comes with greater responsibility.
May 17, 2016
Concerned about rising tuition costs and saving for retirement at the same time?
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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