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Marianne Ahlmann

How to Save 75% More Money for Retirement: Financial Planning

How to Save 75% More Money for Retirement: Financial Planning

KEY POINTS Our data shows that retirement balances can be up to 75% higher with a financial planner. Delaware, Connecticut, New Jersey and Alaska save the most – due to higher living costs. Wyoming, Oklahoma, and Montana save the least – likely...
Many Americans Are Unprepared For Retirement, Survey Finds

Many Americans Are Unprepared For Retirement, Survey Finds

KEY POINTS The median amount saved for retirement in American 401ks stands at only $18,433. 30% of Americans rely on financial advice from family to save for retirement. 40% of Americans with a retirement savings account don’t know what they pay in...
Is Your Portfolio Ready For Summer?

Is Your Portfolio Ready For Summer?

We’ve all heard the old adage, “sell in May and go away” until November. And as we enter the summer months with more time on our hands to get our financial affairs in order, we’re asking ourselves: does this investing advice hold true in bringing better...