Fees
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 […]
Read MoreLet’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 […]
Read MoreWe 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 […]
Read MoreNo 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 […]
Read MoreWe 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 […]
Read MoreIf 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. […]
Read MoreA 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 […]
Read MorePlanning 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 […]
Read MoreSecret #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 […]
Read MoreFind 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 […]
Read MoreAre you asking your financial planner the right questions?
Download our guide "6 Questions to Ask Before choosing Your Retirement Planner" and find out.
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