Financial planning for baby boomers: What to do before you turn 60

by Rich Wesselt, founder and principal, Wesselt Capital Group The baby-boom generation has entered its collective retirement age. According to CNBC, 47 percent of this generation, defined as ages 55 to 73 by the Pew Research Center, already have retired. The younger...

Automated Investment Advice: Pros, Cons, and Alternatives

by Rich Wesselt, founder and principal, Wesselt Capital Group Modern digital technology has spawned many buzz words, but none seem more popular in finance than “automation.” Automated investment advice — so-called robo-advisors — are gaining traction with individuals...