This post is the second of a three-part series on retiree healthcare expenses. Part 1: Drivers of Retiree Healthcare ExpensesPart 2: Understanding MedicarePart 3: Factoring
Social Security paid out more in retirement and disability benefits in 2018 than it took in via payroll (a.k.a. FICA) taxes. This has been the
This post is the first of a three-part series on retiree healthcare expenses. Part 1: Drivers of Retiree Healthcare ExpensesPart 2: Understanding MedicarePart 3: Factoring
In this Brief, we provide an overview of how robo-advisors work, explain the key difference between robo-advisors and traditional financial advisors, and discuss when, how
Target Date Funds are mutual funds that automatically adjust their asset allocation over time as they approach a specified “target date,” often retirement or college.
Artemis is pleased to announce a new service offering designed to teach young professionals the basics of personal finance. Taught by a member of the
With just a few weeks left in 2018, it’s of course a great time to review your finances and make sure you start 2019 off
Real estate has been a major topic in almost all of our recent financial planning engagements. We have tackled a variety of scenarios, including whether
In a recent blog post, we shared some strategies for maintaining an emergency fund and reasons why you may not even need one at all.
Most clients come to us having heard the adage of keeping three to six months’ worth of expenses in cash as an emergency fund. For
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