Tag: financial security

An Independent Financial Advisor is a Safer Bet than Wall Street

Approximately 12 years ago the Securities Industry Association, now SIFMA,  conducted a survey that showed more than 60% of investors relied on financial advisors who worked...

Investing Is Not “The Market”

There are times I encounter a familiar face and will get asked – “what did the market do today?”or “the market went up (or down),...

5 Financial Planning Challenges Impacting Retirement – Updated Oct 2014

5 Financial Planning  challenges impacting your retirement years is a must read for Americans who are accumulating assets for their future use. In fact, these...

A Retirement Party can Destroy Your Retirement Plans!

A retirement party should be a positive experience that transitions older employees from their working years to their retirement years. Unfortunately, these parties occur whether...

Want Financial Security? Defer Your Retirement!

80% of Americans need a wake-up call. Retirement in your early or mid 60’s and maintaining your current standard of living for the rest of...

Benchmarks Track Performance of Financial Advisors

How good is your financial advisor’s investment performance? Is your investment performance net of all expenses that were deducted from your accounts? Is your financial...

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