As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, $60 trillion dollars is expected to change hands by 2026.
Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors?
Often in life, you have investment goals that you hope to reach. Say, for example, you have determined that you would like to have $1 million in your investment portfolio by the time you retire. But will you be able to get there?
The New Year brings with it new opportunities for improvement no matter which stage of life you’re in. And since we Americans don’t always save as much as we should, taking a look at how we handle our money is a good idea.
Do you have an old company 401k or 403(b) plan that you haven’t touched since you’ve left your last job?
Did you know that rolling over your old company retirement account could provide you investment opportunities beyond the traditional “bucket” of mutual funds?