Resources

An estate plan is integral to your overall financial plan, and it’s important that your loved ones support your end-of-life wishes. But when it comes to relaying this information, it can be a difficult conversation to have, often filled with emotions and fraught with challenges.

Discover essential financial planning strategies for families raising children with special needs. Learn about SSI, DAC benefits, and healthcare options to secure your loved one’s future.

According to a 2022 Gallup poll, the average age among retirees is now 61, up from 57 in the 1990s. The average expected retirement age among non-retirees is now 66, vs. 60 in 1995. There are a few reasons for this shift to later retirement dates. First, changes in Social Security payouts enacted in the 1980s are coming into play for today’s workers of retirement age — and they’re incentivizing people to stay employed longer to maximize monthly benefits post-retirement.

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was recently interviewed by BBC World Business Report. In the interview, which begins at the 11:12 mark, Ayako shares her thoughts on First Republic Bank, Meta, and Microsoft.

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was recently interviewed by BBC World Business Report. In the interview, which begins at the 11:12 mark, Ayako shares her thoughts on First Republic Bank, Meta, and Microsoft.