Robo-Advisors vs. Human Financial Professionals

If an investor chooses a non-human financial advisor, what price could they end up paying? Provided by Jeff Gielau,ChFC Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial...

Weekly Economic Update – July 7, 2021

In this week’s recap: Employment reports and consumer confidence are up; stock market replies favorably. Presented by Jeff Gielau,ChFC, July 5, 2021 THE WEEK ON WALL STREET Strong employment reports and rising consumer confidence sent the stock market broadly higher...

Keep Your Life Insurance When You Retire

Some good reasons to retain it. Provided by Jeff Gielau,ChFC Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed. If you...

The Taxation of Restricted Stock Units

What employees need to know. Provided by Jeff Gielau,ChFC Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation. Remember that this article is for illustrative...

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles. Provided by Jeff Gielau,ChFC When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time...