How to Determine which Financial Planner to Pick
I find that many people have anxiety about approaching retirement. This can be eliminated by creating a financial plan with a financial planner to see where...
Retirement Class Warfare is Coming to America
A 2014 Retirement Confidence Survey (RCS) conducted by the Employee Benefit Research Institute showed Americans are increasingly confident in their ability to afford a comfortable...
What is Asset Allocation?
Asset allocation might be called “planned diversification”. It is a strategy for keeping all your eggs from being in the same basket; the process of...
The History of Wall Street – once a Market for Slaves!
In the early 1600’s Wall Street were two walls that protected Dutch residents from marauding Indians. It seems the Dutch governor (Kieft) had approved the...
Post-JP Morgan – Still Believe a Universal Fiduciary Standard Not Needed?
A recent study provided a list of various things that one could buy with the $33 billion dollars in fines that have been assessed against...
5 Warnings When Finding Financial Advisors
A lot of investors believe finding financial advisors is a piece of cake. What could be simpler? They find you. However, for the past 11...
The Reality of the Top 5 Investment Myths
There are five investment myths that financial advisors use to gain control of your assets. The advisors combine these myths with finely honed sales tactics...
Why do Stock Brokers Lie to Investors?
Stock brokers have licenses that limit them to selling investment products such as mutual funds and securities. The licenses do not permit them to provide...
Retirement Calculators are Dangerous!
Life would be much simpler if you could input information into a retirement calculator and presto you have an answer that will help you make...
Understanding Your Pension Options
When you are ready to start receiving your pension benefits, which can often be as early as age 55, there are typically 5 payment options...
