financial analysis tools

Middle America has long been seen by those who live there as a great place to retire and WealthHub’s retirement rankings back that up, with eight of the top 15 states to retire in the …

While many will retire in the city and state where they spent their working years, there are some who will try to juggle a summer home in their primary choice and a winter home to …

A successful retirement has many variables to consider before the equation comes into clear view. According to research compiled and ranked by WealthHub, Affordability, Quality of Life and Health Care are the three primary factors …

by Ryan W. Smith There will be a moment within the next few years where wealth transferences between generations will reach its zenith. Opportunities for financial advisors will almost never be better, with more clients …

The Millennial generation first heard themselves referred to as Generation Y when they were children only to have the name changed by the time they grew older. It turns out that many appear to resent …

There are many researchers, companies and industry groups looking at the collision course of the declining numbers of advisors and huge increase in the amount of potential business and asking that same question: Will there …

There will be a moment within the next few years where wealth transference between generations will reach its zenith. Opportunities for financial advisors will almost never be better, with more clients and available assets-under-management (AUM) …

by Ryan W. Smith Retirement savings have always been a long term goal for most Americans. Studies and experts have continuously said that saving earlier is necessary to meet the retirement goals most people have. …

According to an international survey of over 18,000 people from 17 countries, with more than 1,000 Americans included, researchers at HSBC noted that just over one-third, 35%, of those asked said they wished they’d started …