Is America Prepared to Retire?

A look at some ways to get ready. Provided by Dane Wilson, Financial Advisor Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spots include retiring without enough money saved (16%) and anxiety about having a “rainy day” emergency fund (14%). These findings come…

Cash Balance Plans

More professional practices (and practice groups) should look into Cash Balance Plans. Provided by Dane A. Wilson, Wealth Management Advisor In corporate America, pension plans are fading away: 59% of Fortune 500 companies offered them to new hires in 1998, but by 2015, only 20% did. In contrast, some legal, medical, accounting, and engineering firms…