Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
While 28% of retirees say they have not been impacted by any major unexpected expenses, according to a biannual report by the Society of Actuaries regarding retirement expenses. Among the remaining 72%, the three most …
According to a biannual report by the Society of Actuaries regarding retirement expenses, commonalties exist between both age range and income level. For example, Chronic Illness and Dental Expenses are common unexpected expenses for those …
According to a biannual report by the Society of Actuaries regarding retirement expenses, nearly half of all Americans have no retirement savings at all and will rely almost solely on Social Security for retirement income. …
by Ryan W. Smith College is one of the most formidable expenses a person has in life. Many students will rely on loans to pay for at least a portion of the cost, but in …
Yes, there are several. 529 Savings Plans, Coverdell Education Savings Accounts and Revocable Educational Trusts are specifically set up for college savings, by students, parents, grandparents or other loved ones. Each are setup to reduce …
Surveys 140 Financial Advisors on Their Risk Management Internal and External Processes and Technological Involvement for Second Year in a Row LOS ANGELES, CA–(Marketwired – Nov 16, 2016) – AdvisoryWorld, the leading provider of investment …
College costs have doubled in the past 15 years, growing by an average of nearly 6.5% per year. By 2030, at 5% inflation, less than the current average, college tuition will rise to $18,630 per …
According to the College Board, average costs for the 2015-2016 academic year for in-state residents are $9,410 at public universities or $23,893 out-of-state. For private universities, the average costs are currently $32,405. And those numbers …
by Ryan W. Smith All good things will eventually pass, an old saying goes. History has almost always agreed, but in recent years there has been a notable exception: the continual rise of the U.S. …
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