The Truth About “Retirement Planning”
Thu, Aug 08, 2024
The 2020 Mind Over Money survey (1) finds that 77% of Americans feel anxious about their financial situation, with 68% concerned mostly about having sufficient income during retirement. They should be. Read More
By Michael T. Koenig, CFP®, J.M.
How to Find the Right Financial Adviser
Thu, Dec 28, 2023
If you’re looking for an adviser, here’s what you need to know about assessing their fees and finding one whose services fit your needs. Read More
By as seen at Kiplinger.com
How will Social Security impact your future? As seen at AARP online
Thu, Oct 19, 2023
Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation. Read More
By AARP Online Magazine
Quit Using 401(k) Financial Jargon, Once and For All
Wed, Jun 28, 2023
...........The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor’s business is well-documented. Still, a new survey brings it (yet again) into stark relief. It might make the advisor sound smar... Read More
By John Sullivan
Are Roth IRAs Really as Great as They’re Cracked Up to Be?
Thu, May 18, 2023
".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More
How to Find a Financial Adviser
Wed, Jan 04, 2023
......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More
By as seen at Kiplinger.com
The Best and Worst Ways To Spend Your Year-End Bonus
Tue, Dec 06, 2022
Good news for employees: Even though 2020 and 2021 have been distinctly different from years past, full of economic strife due to the global pandemic, more employers are opting to give year-end bonuses. So if you're one of the fortunate workers who's... Read More
By Cynthia Measom in Yahoo Finance
‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference
Wed, Nov 09, 2022
.....Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advi... Read More
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