Author Archives: Ileana Bravo

Retirement Confidence Ranks High for Entrepreneurs and Female Business Owners

A recent survey conducted by The Employee Benefit Research Institute found that retirement confidence among workers are at a new low. With only 18% of participants feeling very confident, 37% feeling somewhat confident and 24% stating that they are not at all confident that they have saved enough to live comfortably in retirement. However, while retirement confidence among employees is low, there is an unlikely demographic that shows higher confidence … Read More

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Financial Challenges Rise for the Sandwich Generation

The United States’ sluggish recovery from the 2008 recession has taken a disproportional toll on the financial stresses of the “sandwich generation”, a generation of people who care for their aging parents while supporting their own children. According to a survey from the Pew Research Center, nearly half of adults in their 40s and 50s are supporting a living parent as well as either raising a young child or financially … Read More

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#LetsTalkFuture: Why it Pays to Pay for Financial Advice

A study commissioned by Schwab Retirement Plan Services found that a 401(K) ranked as a top priority benefit for many employees when it comes to their work benefits, yet only 24% seek advice on managing their 401(K) investments. The survey was conducted nationwide and asked its participants what benefits outside of health benefits where a “must have” for signing on with a company. The study found as follows: 87% – … Read More

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Money Should be Teamwork for Couples

Love and money sometimes don’t mix but research shows that teamwork is essential when it comes to a couple’s finances. Dealing with finances is one of the many logistical aspects of a relationship, and a recent survey points to the importance of making financial decisions as a team instead of leaving those stressful choices in only one partners lap. A recent survey conducted by Morgan Stanley Investor Pulse found that … Read More

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Combating the Obesity Epidemic Weighs Heavily on Employers

It’s been estimated by the Centers for Disease Control and Prevention that the medical cost of adult obesity in the US is $147 billion per year. This points to the fact that obesity is a serious, costly and all too common issue in the world’s fattest nation.  A conundrum considering that weight loss programs and health awareness is constantly being brought to our attention. So what are we missing when it … Read More

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