Tag Archives: CNBC

6 WAYS TO A HAPPIER RETIREMENT

And Happy Birthday, Economic Recovery! Picture this—it’s Friday afternoon, your work is done, and you have the weekend ahead of you. But what makes this weekend different from any other weekend is that two-week vacation following it. You wish your … Continue reading

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How Investment Fees Hurt Your Money

We recently did a project for a new client, and reviewed some recent mutual funds in a retirement account.  In researching the investments, we reviewed both the performance and expenses.  The results were shocking.  They were shocking both to the … Continue reading

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Financial Illiteracy – The Odds Are Stacked Against Us

It’s no secret that financial service companies spend billions each year marketing and selling their products and services.  There is nothing surprising or wrong about this.  However a recent study by the Consumer Financial Protection Bureau compared how much is … Continue reading

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