Why is Wall Street Fighting Fiduciary Standards for Sales Reps?
Wall Street firms employ or license hundreds of thousands of sales representatives. Wall Street does not want these reps locked out of the retirement asset market (401ks, IRAs). Wall Street also does...
View ArticleMarket Volatility: Should You Buy or Sell?
The world’s oil situation – coupled with a difficult Chinese economy – has recently caused some worries which have negatively affected the world’s financial markets to start the New Year. The...
View ArticleDIY for Home Improvement – Not Funding Your Retirement
The media aren’t over-stating this retirement issue. There really is an economic catastrophe overtaking those over-65. One out of seven of the over-65 are living in poverty. That’s what the Kaiser...
View ArticleWorry About Money? A Lot of Energy But No Gains
About 43% of you worry about money. That’s what the Institute of Financial Planning and National Savings and Investments found. That means that you’re putting a lot of energy into something that won’t...
View ArticleWhy Women are Excellent Investors!
Women are different than men. As a Certified Financial Planner® this holds true in the investment world. Women are faced with unique challenges as they prepare for retirement. Women live longer than...
View Article“I Wish You Were My Financial Advisor”
My clients and other people may think that I spend my work day watching the stock market and making trades. I actually do neither. My job is to help my clients achieve their personal and financial...
View ArticleThe Emotional Investor: Sir Isaac Newton
Sir Isaac Newton, as everyone knows, was a genius. His endless curiosity led him to tackle problems as minuscule as rug-peeing cats and as grandiose as humanity’s ultimate purpose in the cosmos....
View ArticleTeacher Appreciation and 529 Day
This past week was National Teacher Appreciation Week and National Teacher Appreciation Day. 529 Day (529 college savings plans) is Sun., May 29th. These two financial awareness topics are very...
View ArticleHow to Interview a Financial Advisor – eBook
Investors do not deliberately select bad advisors. And yet millions of investors have bad advisors. What went wrong? These investors made bad decisions based on information that was communicated to...
View ArticleThe Market Makes You Nervous? – How to Get a Grip on Retirement Planning
Who doesn’t get nervous about what the markets are doing? The reality is this: There is so much anxiety about market fluctuations that mental health experts have actually created a new niche practice....
View Article401k Options –Yes, You Are Probably Overwhelmed
Who doesn’t want to be financially secure in retirement! However, here’s the brutal reality: More than 80 percent of you aren’t confident you will have enough money when you stop working. That’s what...
View ArticleTo Roll Over or Not to Roll Over Your Retirement Plan?
When someone leaves a job and they have a retirement plan that was offered from that employer (ex: a 401(k) or 403(b) plan), the person has 2 options: Leave the retirement funds in the employer plan...
View ArticleWhat is a Fiduciary Financial Advisor?
Perhaps you have read about a new Department of Labor regulation that mandates anyone who provides financial advice and services for retirement assets must be a fiduciary financial advisor. Retirement...
View ArticleTools for the Financially Wise College-Bound Parent
Today paying for college has become perhaps one of the greatest financial concerns for millions of Americans. This is completely understandable as college costs have risen to an all-time high. Harvey...
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Investing Into Your Diet and Your Future
Last week, we met with a prospective client that has a crystal-clear retirement plan. She is currently working for the government, and in ten years she wants to retire and follow her true passion...
View Article“Brexit” and The Markets Volatility: Should You Buy or Sell?
Britain’s decision to leave the EU – has recently caused some worries which have negatively affected the world’s financial markets to start the 2016 summer. The volatility in our U.S. stock markets...
View ArticleRisk Risk Risk – When Investing, Risk Is Everywhere
In investing, just as in life, risk is everywhere. Because the stock market is what the media follow so closely, you might have come to associate risk solely with the fluctuations in the price of...
View ArticleIs a Reverse Mortgage Right for You?
Are you worried that you’ll run out of money during your lifetime? Are you uneasy about the flat stock market and low interest rates? Would you like a source of guaranteed retirement income in...
View ArticleShould I Trust a Fiduciary Financial Advisor?
Everyone claims to be a financial advisor who is also a trustworthy financial expert. They make these claims to win your trust and gain control of your assets. Unfortunately, most financial advisors...
View ArticleWill The Fed Raise Interest Rates, And Does It Matter?
With interest rates in the U.S. remaining low for the past several years, there are some people who are worried what a potential rate hike by the Federal Reserve policymakers might do to the world’s...
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