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 […]
Your Financial Plan Expired at Retirement. But How? Read More »
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.
Active vs. Passive Investing: Which is Best for Retirees? Read More »
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
Don’t Feel Confident About Retirement? This Might Be Why Read More »
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
Planning for Retirement vs. Planning in Retirement Read More »
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
4 Dirty Secrets Financial Planners Don’t Want You to Know Read More »
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
What is a Retirement Planner? Read More »
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
The Four Life Events That Are Easier with a Retirement Planner Read More »
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?”
How Much Does Your Financial Planner Really Cost? Read More »
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,
Does Your Financial Planner Have a Big Appetite for Fees? Read More »
Know the difference between fixed and percentage fees Is it rude to ask someone how they make their money? Not if it’s your financial planner. In fact, you should ask because their answer can have serious
You Pay Your Financial Planner How Much?! Read More »