Category Archives: Retirement Planning

Millennials and Money: Next Era of Wealth Management | Accenture

Accenture’s latest wealth management report details how Millennials are changing the way wealth is managed. Read more. — Read on http://www.accenture.com/us-en/insight-millennials-money-wealth-management Pretty extensive review of millennials and wealth management and wealth building strategies. Advertisements

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Go Beyond the Annuity Myths

by Vince Liuzzi Executive Vice President and Chief Banking Officer, DNB First   “They’re too complicated.” “They’re only for old people.” “The fees are outrageous.” “Any extra money you have goes to the insurance company when you pass away.” Annuities … Continue reading

Posted in Financial Planning, Retirement Planning

The Gift of Life Insurance

by Vince Liuzzi Executive Vice President and Chief Banking Officer, DNB First   Anyone who is a parent can tell you: parenting changes you in many ways. One of the most obvious is an intense desire to care for and … Continue reading

Posted in Financial Planning, Retirement Planning