Your money is too important to entrust to just anyone.
Let’s take a look at a fiduciary vs. broker and see how the two measure up (and which one you should trust with your money).
Let’s take a look at a fiduciary vs. broker and see how the two measure up (and which one you should trust with your money).
In fact, most retirees don’t plan their retirement well and are too dependent on the market. Read More
I have found that 55 is usually that arbitrary point where, depending on when you expect to retire, you’re starting to think more seriously about those post-65 years. Read More
If you’re fortunate enough to not have your family income reduced during this time, there are some opportunities to protect yourself and grow your long-term wealth if you are under the age of 55. Read More
We are in some weird times right now. A few weeks ago, I would have never imagined that I would have to plan for our federal, state and local governments to shut down an entire economy due to a pandemic like the coronavirus (COVID-19).
I have been through several economic downturns in the past and, unfortunately, it’s times like this that many investors will panic and make some big money mistakes.
And one of the biggest mistakes is trying to search for the “perfect investment.” Read More
You’ve probably heard the term dollar cost averaging over your years of making contributions into your retirement accounts. Dollar cost averaging is when you make a regular, fixed-dollar contribution into your investments regardless of what occurs in the market. Read More
The SECURE Act was signed into law into law in December 2019 and went into effect on January 1, 2020. The SECURE ACT changed some important aspects of retirement planning, the biggest one being the age at which to commence your Required Minim Distribution (RMD). Read More
The reality of being financially unprepared for retirement. Read More
If Social Security is YOUR retirement plan… your retirement will SUCK! Read More