Category: News

AT&T employees want to know: Which is better: a will or trust?

December 27, 2016 / 6:27 am

There is much debate about the benefits of a will vs. a trust. Understanding the similarities and the differences between these two important documents may help you decide which is appropriate for you. In the long run, however, both are designed to do the same thing, and that is pass along your assets after death.   What is a will? …

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Financial advisors on alert for cyber-attacks.

December 22, 2016 / 6:22 am

Like everywhere, the threat of cyber-attacks is very real in the financial advisor world and has been for some time now. And it is important that advisers are getting the message of this very real threat. Early in October, a former broker for Wells Fargo Advisers Financial Network was fined $5,000 and suspended for 30 days by the Financial Industry …

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3 things college graduates living in Chicago suburbs should know about managing money.

December 20, 2016 / 7:35 am

Now that you are heading out into the real world after living in or around the Chicago suburbs, there are 3 important tips you should know about managing money. As you begin the long journey of savings for retirement, it’s important to: 1. Create some financial goals for yourself Do you want to retire early? That is going to take …

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The stress of saving for retirement cuts across generations.

December 15, 2016 / 7:18 am

Saving for retirement is a stressful thing that isn’t immune to multiple generations, according to a 401(k) plan participant survey conducted by Schwab Retirement Plan Services, Inc. In fact, many young Americans have been behind the 8-ball when it comes to saving for retirement, and it has just gotten worse. Without debt reduction and increased savings, Gen Xers (those between …

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Top 4 transitions from college to work place.

December 8, 2016 / 7:00 am

All the work has finally paid off as you’ve made the transition from college to your first professional job. But with that first nice paycheck comes all the responsibilities, from financial to personal ones. Here are the top 4 biggest transitions you will have to come to terms with: Added debt and financial pressures Time to start paying off that …

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