Women’s Issues and Retirement

In 2017, women organized and made headway toward real change, making it a hallmark year for women’s issues. The year started with the Women’s March in January and ended with…

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The Cost of Health Care

Americans spend a lot on health care. In 2016, national health expenditures grew 4.3 percent to $3.3 trillion, which amounts to $10,348 per person.1 It’s interesting that you’ll find few…

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Second Marriages: Financial Finesse

Of all the questions we ask a potential spouse before tying the knot, they seldom include:   “Who are the beneficiaries of your investment plans and insurance policies?” “Do you…

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The Impact of Income Inequality

As it turns out, income inequality can be an issue for all society, not just the poor.   A new study of high-earning clients of a bank’s wealth management unit…

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