Tag Archives: Retirement

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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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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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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10 Things to Know About Money After 50

Enclosed is a recent article in its entirety with input from your’s truly.  It was written  by Rebecca Reisner, an editor for Businessweek.com, and her writing has appeared in Discover, The New York Times, The Daily News, and The Hartford Courant. … Continue reading

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WHAT IS MORE FRIGHTENING THAN PUBLIC SPEAKING, LOSING YOUR JOB, AND DEATH?

The answer to this was astonishing even to a Financial Services veteran like myself, and the answer is financial planning.  Yes, financial planning!  In a 2013 survey, investors admitted that they’re more afraid of financial planning than public speaking, losing … Continue reading

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