Why Do People Hate Annuities? 

January 30, 2023

Poll your friends and family about annuities and you’re bound to get a lot of adverse reactions. They’ll likely cite at least one of these three things :  While these […]

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Are Commissions Bad? 

January 5, 2023

Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s a compensation structure to which we’ve become accustomed. They make money when you make a […]

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Heard the Slogan “We Do Better When You Do Better”? In Other Words, Your Advisor Does Well Even When You Don’t

June 30, 2022

We recently heard a large, national firm use the slogan, “We do better when you do better,” and we couldn’t help but scratch our heads. On the surface it may […]

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Protecting Yourself from Fees: Why You Need a Fee Filter

June 16, 2022

No one likes extra fees, especially when they are hard to understand or being intentionally hidden. You know the ones: the stealthy “service fee,” the suspicious sounding “surcharge,” or the […]

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Your Financial Plan Expired at Retirement. But How?

March 17, 2022

We don’t have to explain why the yogurt in the back of your fridge expired. And we’re all pretty clear on why you shouldn’t eat it. But what’s wrong with […]

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Active vs. Passive Investing: Which is Best for Retirees?

December 2, 2021

If a friend or family member were to ask what your investment style is, would you say “active,” “passive,” or “something passive aggressive”? If the latter, you’re probably in the majority. […]

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Don’t Feel Confident About Retirement? This Might Be Why

October 21, 2021

A report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a financial advisor—don’t feel optimistic about their transition to retirement. If you’ve ever worried […]

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Planning for Retirement vs. Planning in Retirement

October 6, 2021

Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to, po-tah-to,” we don’t blame you. But unlike Fred and Ginger, we really are talking about two […]

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4 Dirty Secrets Financial Planners Don’t Want You to Know

September 16, 2021

Secret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You know that friend or relative who’s always telling you they’ve “got a guy” who can […]

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What is a Retirement Planner?

August 31, 2021

Find Out What Makes Us Different from a Financial Advisor For most people, the financial services industry can be downright intimidating. With all the jargon and complexities, it’s no wonder […]

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Are you asking your financial planner the right questions?

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Download our guide "6 Questions to Ask Before choosing Your Retirement Planner" and find out.

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