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...
by Rich Wesselt, founder and principal, Wesselt Capital Group The Millennial generation currently ranges in age from 23 to 38, according to the Pew Research Center. Unfortunately, as the older members of this generation reach the end of their third decade, they are...
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...
by Rich Wesselt, founder and principal, Wesselt Capital Group I am a strong proponent of a three-part model for financial planning and retirement planning: Savings, protection and growth. I have written often about the importance of a strong savings habit, and I have...
by Rich Wesselt, founder and principal, Wesselt Capital Group What is the difference between whole and term life insurance? You probably are familiar with “term” life insurance, even if you don’t know the name. This model is the most familiar and commonly purchased...
