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...

Hurdles to Retirement – Borrowing Funds from Your 401k

Saving for retirement is a long process. Taking it one step at a time is the only way to accomplish success.  However, you can make...

Planning to Retire Early? – Learn about a 72t Distribution

If you are looking to retire before age 59.5 and need to access your money in your IRA’s you can do so by electing the...

Your Net Worth by Age

In my last article Use a Personal Balance Sheet to Determine Your Net Worth  I introduced the topic of a personal balance sheet, which I have...

Does the SEC’s “Revolving Door” Impact Investor Protection?

Securities law is a very specialized type of law. As a result, regulatory bodies such as the Securities and Exchange Commission (SEC) recruit securities lawyers...

Can You Rate the Quality of Financial Advisors?

Every financial advisor claims to be an ethical investment expert. They know this is what you want to hear when you select a financial advisor....

Financial Advisors Claim They Can Beat the Market

80% of investors, who use the services of financial advisors, expect to beat the performance of the market. They pay higher fees and they take...

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