Articles
Latest Article
How to Retire: A book review
No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.
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Past Articles
Securing elder finances
By Joel Dresang Reports call elder financial abuse “the crime of the 21st century.” Like most personal financial crimes, these can be prevented through common sense and vigilance. […]
When it’s time to retire
By Joel Dresang A recent Gallup survey found retirement security to be the top financial worry among Americans – named by 64% of respondents. And yet, a lot of studies suggest Americans are unprepared to quit working. The National Institute on Retirement Security found that nearly two-thirds of workers 55 to 64 years old had savings amounting to less than one year of their income. Nearly a third had nothing saved for retirement. […]
Advancing age, declining capacity
Declining financial skills may be inevitable as we age. Accordingly, we should take steps to protect our wealth from ourselves.
Retirement 101: Having a plan
Most people spend more time and energy arranging vacation or a night out than they do on planning their retirement. When it comes to retirement, it pays to have a plan.
Retirement plans of a young professional
By Jasmine Gladney This summer, I had the opportunity to intern with Landaas & Company. Throughout my internship, I shadowed different investment advisors, and there was a theme of retirement. Retirement seems far away. I am 23 and just beginning my professional career. But I realize I should start planning now. The question is how? […]
Cleaning up after identity theft
By Joel Dresang The Amazon.com bill I got in the mail totaled $2,838 for three robotic vacuum cleaners. The problem was they weren’t mine. My identity was stolen. I didn’t order those vacuum cleaners. I don’t even have an Amazon card. Someone assuming my identity opened a card in my name. […]