Featured Article

3 Retirement Myths Retirees Should Know 

3 Retirement Myths Retirees Should Know  Get ready to loosen up those purse strings, because we’re about to debunk three notorious spending myths in retirement. Chances are you’ve heard these…

Read More »
All
  • All
  • Fees
  • Fighting Back
  • Long-Term Care
  • Market Risk
  • News
  • Retirement Insights
  • Taxes

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,…


Read More

Why Do People Hate Annuities? 

Poll your friends and family about annuities and you’re bound to get a lot of…


Read More

Are Commissions Bad? 

Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s…


Read More

Here’s What to Know About Fixed Index Annuities

Call it the new kid on the block. Fixed index annuities (FIA) are a more…


Read More

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…


Read More

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…


Read More

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…


Read More

Protecting Yourself from Market Risk: Why You Need a Market Flashlight

You probably don’t often think about how much your portfolio could go up or down…


Read More
Call Now Button