Is Your Financial Advisor a Fiduciary?
With a recent endorsement, President Obama committed to the fiduciary standards for financial advisors. This could have
The median life expectancy for a 65-year-old American woman is 86, according to the Social Security Administration. For men, it’s 84. Half will die sooner, half
Do you think you’re ready to start your dream retirement? This is getting harder to do. In 2014, just 4 percent of Americans expect to retire before 55
Myth 1: 100 minus your age equals the percentage of stocks to keep in your portfolio.
If you’re 40 years old, for example, this rule recommends keeping 60
What is your dream retirement? When the time arrives that you have been working for your entire career, will you be ready? More importantly, will your nest egg
In late June we all received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU). The U.K., comprised of England
Avoiding these seven most common mistakes can help make life easier for those who survive you.
Not having an estate plan! Any saver or investor at the least
So, what’s the big idea behind a rollover IRA? With a rollover IRA, the retirement dollars you have saved so far within your company’s retirement plan, like a
The Roth IRA is a retirement savings vehicle that was started through the Taxpayers Relief Act in 1997 and named due to the efforts of its main proponent
What's the single biggest expense that you will face in retirement? Housing? Recreation? The title of this probably gives it away, how about health care costs
The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer
Q: How often do I need to review my estate plan?
A: Once every three years is a general rule of thumb. At the very least, confirm that your fiduciary
