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...
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...
