10 Personal Finance Steps to Take in 2015
Let’s face it, after the holiday season spending spree is finished, most of us feel like our bank accounts are a bit lighter than we’d...
10 Financial Resolutions for 2015
According to a recent article in the Journal of Psychology, almost half of all Americans make a New Year’s Resolution. What do most of us want to do...
Want a Higher Return Pick a Cheaper Mutual Fund
When choosing mutual funds for our portfolio too often we get caught up in the returns of the fund while not asking ourselves the most...
Pay Attention to 2015 Retirement Plan Limitations
The IRS has made inflation-adjustments for various retirement plans, effective January 1, 2015. These incremental cost-of living adjustments allow savers the opportunity to accelerate pre-tax...
Social Media Tips for Brokers
Social media can be a powerful tool for brokers and broker dealers. The ability to reach out and instantly interact with current or potential customers...
Where is the Risk?
This past year has left many investors scratching their heads and thinking, “Why all the focus on risk when the stock market keeps marching higher?” ...
How Much Money Do You Need?
We would all like to have enough money to do the important things: live life, retire comfortably, educate our children, and so on. More importantly,...
Social Security – It’s about Time and Money
Will you run out of money before running out of time? Your social security strategy can be the difference! If you are reading this, chances...
How Retirement Became So Risky
Risk management is regarded as an essential element of modern investment management. But few people recognize that retirement—the period when a person stops working and...
Deferred Compensation May be Protected by ERISA
Brokers should be aware of the implications of a recent court decision and take note that they may be entitled to the money in their...
