How to Handle a Large Windfall

How to Handle a Large Windfall

With news of the massive Mega Millions lottery prize going to a lucky winner in South Carolina last week, it’s a perfect time to discuss how to handle a windfall. While most of us will never be lottery winners, there are much more common “windfall scenarios”...
Gen X & The (Financial) Middle Child Syndrome

Gen X & The (Financial) Middle Child Syndrome

Generational divides have always existed. From our great-grandparents to our grandparents to our parents to our children, each generation is unique in their approach to their financial lives. One of the major differences between each generation is how they...
Is the Average American Woman Prepared for Retirement?

Is the Average American Woman Prepared for Retirement?

We’ve heard over and over that men are from Mars and women are from Venus – but how different are we really in terms of our finances? Financial services marketing seems to think there’s a big difference by constantly targeting the “female investor.” But what...
Reality Check: Social Security May Not Exist When You Retire

Reality Check: Social Security May Not Exist When You Retire

One of the biggest questions Americans face when thinking about retirement is: will Social Security exist when I retire? According to the government, Social Security is on track to be depleted by 2034, at which point they will begin paying a portion of the...
Money Talks Every Couple Should Have

Money Talks Every Couple Should Have

Some of the most famous lines from one of history’s most well-known love stories involves a young woman asking her love interest to cut off his family. If he refuses to do so, she’s prepared to disown her own family and identity, based only on his pledging...
Personal Capital’s Affluent Investor Outlook 2018

Personal Capital’s Affluent Investor Outlook 2018

We are amidst one of the longest bull markets in history, which leaves many affluent investors to ask: What comes next? It looks like even for those who seem to have everything, the future is still uncertain. What will happen with the market? How can...


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