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Retirement Guilt: We Hesitate to Spend, Yet Overlook Advisor Fees
All our working lives, we dream of what we’ll do with the money we’ve saved and the newfound free time we’ve earned. Yet, upon reaching…
| Featured Article, Fees, Fighting Back
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The Myth of the “Certified Financial Planner” Gold Standard
Let’s talk about the alphabet soup that is the financial services industry. Between the CFPs, the CFAs,…
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Why Do People Hate Annuities?
Poll your friends and family about annuities and you’re bound to get a lot of adverse reactions….
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Meet the Newest GR Partner, Drew Paul
When you work hard for your retirement, you deserve to have someone at the helm of your…
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Are Commissions Bad?
Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s a compensation…
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Here’s What to Know About Fixed Index Annuities
Call it the new kid on the block. Fixed index annuities (FIA) are a more recent offering…
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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
We recently heard a large, national firm use the slogan, “We do better when you do better,”…
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Don’t Lose Everything to a Nursing Home: Why You Need a Long-Term Care Compass
We’ve written extensively about the risk of long-term care, but most people don’t want to consider the…
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Protecting Yourself from Fees: Why You Need a Fee Filter
No one likes extra fees, especially when they are hard to understand or being intentionally hidden. You…
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