Financial Education Center

What Drives Investment Decisions, Our Hearts or Our Minds?

Undoubtedly, 2020 will go down in history as a record setting year, but also as one of, if not the most, hated and devastating year in modern time.

Social Security and Medicare Face Financial Challenges

Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs.

Revisiting the 4% Rule

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging.