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¹ Trading Economics. United States Inflation Rate. https://tradingeconomics.com/united-states/inflation-cpi

² Fidelity Viewpoints. (2021, August 31). How to plan for rising health care costs. Fidelity. https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs

^*The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

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