Recently we wrote about the 8x Rule and why it’s a flawed calculation. Yet for many years, it has been viewed as conventional financial wisdom; and for that reason, we know it can be hard to […]
Another Reason the 8X Rule for Retirement Doesn’t Work Read More »
Feeling that nagging doubt about your retirement savings? You’re not alone. A recent study found just 49% of Boomers feel they’ll be financially prepared for retirement. And worse, the goal
Debunking the Retirement Myth: You Don’t Need 2 Million Dollars Read More »
Retirement is a significant milestone, a time to reap the rewards of years of hard work and dedication. However, it’s also a time when some people find themselves facing unexpected
Five Common Retirement Regrets: A Guide for Those Approaching or Already in Retirement Read More »
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 retirement, those dreams are sometimes
Retirement Guilt: We Hesitate to Spend, Yet Overlook Advisor Fees Read More »
Recently, a publication targeted toward financial advisors published an article wondering if advisor fees based on assets under management (AUM) would soon be extinct. In just two sentences, this quote
Why Do Most Advisors Still Base Their Fees on How Much Money You Have? Read More »
As it turns out, “What Have You Done for Me Lately?” isn’t just a great song by Janet Jackson. It’s also a great question for your financial advisor; one that
Dear Financial Advisor: “What Have You Done for Me Lately?” Read More »
“Set it and forget it,” is the financial industry’s refrain for retirement success; as in, invest in mutual funds, don’t touch the money, and let the magic of compound interest
When Mutual Funds Aren’t Mutually Beneficial Read More »
I know it must be hard. Leading 194 countries for the last 125 years. It’s thankless work. Pioneering, revolutionizing and maintaining almost every freedom that the world enjoys. Building the
Dear America, Thank you. Read More »
Maybe You Shouldn’t Hang Out with Eddie In this adaptation from Golden Reserve Founder Greg Aler’s new book, Fire Your Financial Advisor, we examine the villainous role Edward Jones has played
That Edward Jones is Up to No Good Read More »
“Making investment decisions is simple!” said no one ever. But what if there was a way to see such decisions with unbiased clarity? Behold, The Overnight Test. In a recent
Seeing Beyond Emotions: The “Overnight Test” for Unbiased Investment Choices Read More »