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 “handling fee,” which is always a head scratcher. There are two fees we think all retirees should know about: investment fees and advisor fees.    Granted, […]

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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 an expired financial plan? How much damage could it really do? An expired financial plan won’t give you a case of food poisoning, but its […]

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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. There’s a lot of talk in the financial planning industry about what role active and passive investing should play in your portfolio, and let’s be […]

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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 whether you’ll have enough money in retirement, then you probably know the feeling well. What’s driving the apprehension and what can be done to boost […]

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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 different things.     Everyone understands the need to plan for retirement. But for some folks, it’s news that the planning doesn’t stop once you get there. In […]

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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 deliver outsized returns? Well, it’s a good thing if you’ve been skeptical of their claims, because almost no financial planner can consistently beat the market. Why? Because they’re human. Very […]

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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 some folks don’t feel comfortable asking even the most basic questions. That’s why today, we’re going to tackle one of those questions: what is a […]

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The Four Life Events That Are Easier with a Retirement Planner

July 29, 2021

You Could Go It Alone, But Here’s Why We Don’t Recommend It You might have seen a late-night infomercial or two that promises to sell you something that will make your life infinitely easier. While we can’t vouch for whether their claims are true, we do know one thing that will do the trick: a […]

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How Much Does Your Financial Planner Really Cost?

July 15, 2021

The Price Could Be Greater Than You Think   Imagine you’re in the lightning round of a game show and the question is, “How much does your financial planner cost?” Quick, the clock is ticking! What’s the answer?  Oh no. You don’t know?   If that exercise gave you anxiety, you’re not alone. It’s a seemingly simple question, yet most people couldn’t tell […]

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Does Your Financial Planner Have a Big Appetite for Fees?

June 22, 2021

Don’t Let Them Have YOUR Cake and Eat It Too!   Preparing for retirement is a bit like baking a layer cake. You diligently bring together the right ingredients—adding, saving, and monitoring the progress—to bring to life the creation you had envisioned: your retirement. All those layers of hard work and life savings come together […]

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Are you asking your financial planner the right questions?


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