Gen Z – The Next Generation of Investors

Meet Generation Z. They are patient, collaborative and, contrary to popular belief, do not necessarily prefer electronic communication to personal connections. This is according to a new “Gen Z” survey conducted by TD Ameritrade Holding Corporation. Top concerns Ranging from ages 13 to 22, members of this group may seem too young to be thinking … Continue reading

Whole Life, Trusts: A One-Two Punch For Special Needs Cases

SEE ALSO the most recent article: Insuring the Parents of Children with Special Needs As long as parents are alive they can take care of their children with disabilities. But what happens when parents can no longer care for their children? Who will step in to take their place? What happens if siblings or other … Continue reading

Grandparents 21st Century Style

Younger, Wealthier And Helping Their Grandchildren Financially Quick, what demographic group in America is spending more and making more financial decisions? While it may come as a surprise to some, it is the record number of grandparents who “are younger, financially comfortable, and bestowing a good deal of their money on grandchildren,” according to the … Continue reading