Use a Personal Balance Sheet to Determine Your Net Worth
When I was a senior in college, I was the teacher’s assistant for Profiles in American Enterprise. The course brought in different CEOs to speak to...
Retirement Strategy – ‘File and Suspend’ Social Security
Many of my clients are asking me about a Social Security retirement strategy commonly referred to as ‘File and Suspend’. One thing I know for...
5 Frightening Facts about Retirement in America
If you are reading articles about retirement, make sure you read our eBook, 5 Frightening Facts about Retirement in America. It takes no more than 10...
Why Fight Higher Ethical Standards for Financial Advisors?
You might believe Wall Street financial advisors are required to put your financial interests first. Your need to achieve your financial goals supersedes a firm’s...
Bitcoins and Internet Criminality
Bitcoin, with a capital ‘B’, refers to the technology and computer networks by which some people elect to pay each other for goods and services...
Avoiding Costly ‘Closet’ Index Funds
Stockbrokers and other financial advisors are quick to promote expensive, actively managed mutual funds and the alleged benefits that such funds can provide over less...
What You Should Know about Variable Annuities
A variable annuity is a mutual fund-type investment contract between the investor and an insurance company, under which the insurer agrees to make periodic payments...
Getting Justice for Seniors
Every state has passed some form of legislation protecting seniors from financial exploitation in addition to any type of physical abuse or theft of assets. Senior...
The 4 Biggest Myths about Stock Brokers
Myth #1: Brokers are trained in financial planning. Becoming a licensed stock broker requires passing a standardized examination (called the “Series 7″ after the type...
Investor’s Apathy Wrecks Retirement Plans
I was talking to a 5 Star rated financial advisor who is a long-term member of the Paladin Registry the other day. He described an...
