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Wall Street Investments Retirees Might Want to Reconsider 

Not sure where to put your retirement savings? There’s certainly no shortage of financial professionals’ hawking ideas; but whether these ideas are actually good ones is another story. Let’s take a look at the seven investments…

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Why You Shouldn’t Sit Tight on the Market Rollercoaster

Even if you love rollercoasters, chances are the rip-roaring stock market isn’t your kind of…


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As the Mutual Fund Industry Grows, So Too Do the Problems for Retirees 

You don’t often hear the word trillion thrown around, unless we’re talking about the U.S….


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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,…


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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…


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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…


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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…


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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…


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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…


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