Tag Archives: Retirement Plan

FRAUD – 10 WAYS TO BEEF UP YOUR DEFENSIVE LINE

On guard against fraud Fraud is a reality that we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by … Continue reading

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Six Questions Every Proactive Investor Should Ask Their Financial Advisor

And Some Basic Math! I felt compelled to write this article after recent meetings with two different clients. In each case, they entered into investments where high fees virtually guarantee they won’t be able to reach the projected returns, let … Continue reading

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Is Your Financial Advisor Working For You?

It may be a shock the answer to this question is in many, many cases, NO. Let me explain. There is currently much controversy in the government right now over what’s called the “Fiduciary Standard.” The word “fiduciary” comes from the Latin … Continue reading

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Stocks – Is It 2008 Again? 3 Things To Do In Today’s Market

Those who have children or have been a child are familiar with questions from the back seat on a long car trip, “are we there yet?” Many of us feel the same in regard to the stock market’s recent and … Continue reading

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How To Factor Health Care Risks Into Your Retirement Plan

Many of us have been impacted by having to care for a parent or loved one due to health issues, myself included. Here we’re going to discuss health care costs beyond whatever is considered “normal” today. There is no question … Continue reading

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10 SCARY RETIREMENT STATS

These 10 stats could motivate just about anyone to make retirement planning a priority, according to a recent article in ThinkAdvisor.  They extracted the 10 statistics from the National Association of Government Defined Contribution Administrators, Inc. (NAGDCA) that they believe rank highest … Continue reading

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Pump Up Your Social Security Income

Here is an interesting strategy to increase your Social Security benefits from Investor’s Business Daily: Social Security: Spousal Benefit Boosts Your Check BY PAUL KATZEFF, INVESTOR’S BUSINESS DAILY 07/17/2015 05:38 PM ET   One of the most appealing strategies for receiving your … Continue reading

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