May 17, 2012
- Recent Market Correction
Investors are being inundated with negative news these days. (…)
April 27, 2012
- Business Owners aren’t prepared for retirement
Here’s a good article from USA Today on the difficulties faced by small-business owners (Full article HERE ). (…)
April 9, 2012
- Confidence In Your Retirement Requires Planning
Americans are losing confidence in their ability to afford a desirable retirement. (…)
March 25, 2012
- Investors exploited by Wall Street
Here’s an interesting article from CBSMoneywatch (HERE) on how Wall Street brokerage firms take advantage of some investors. (…)
January 31, 2012
- Market Commentary Continues to Show Positives
Reading through the weekly commentary from Bob Doll, of BlackRock, he held an overall positive view on the economy, unemployment and the stock market. (…)
January 25, 2012
- Retirement Planning In Your Fifties : a Case Study
Howard and Chrissie Jones both turned age 50 this year, and they’re looking ahead—and they’re concerned they haven’t saved an adequate amount for retirement. (…)
January 6, 2012
- Resolutions: Use these steps to set up a budget
One of the most popular New Year's resolutions is to put together a budget and stick to it. Yet many people don't accomplish even the first step. (…)
January 5, 2012
- Avoid the “hurry-up offense” retirement
In a recent article in USA Today (HERE) they talked about common nightmares people have – the one where you’re back in high school and haven’t studied for an exam. (…)
December 3, 2011
- Secrets to Financial Security
Another end of year article, adapted from an old Kiplinger piece (Kiplinger.com) to help you find the secrets to financial success. (…)
December 1, 2011
- 5 Ways to Simplify Your Financial Life
The end of the year is a good time to reassess your life – both personal & financial. (…)
October 18, 2011
- Don’t Leave Money on the Table
FINRA this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs (HERE for full article). (…)
July 15, 2011
- Retirement is Not a Guess!
A great article by Smart Money (via yahoo.com) on retirement. Yes, there are many uncertainties; Yet you have more control over your future than you think. (…)
May 13, 2011
- Are you Saving Enough in your 401k?
I read in a recent USA Today article (Click HERE) that after plummeting from the recent recession and job losses, 401k plans are on a major upswing. Fidelity, TIAA-CREF and ING all say balances are on the rise. (…)
March 18, 2011
- Retirement Survey Shows Boomers Focused on Preserving Savings
Charles Schwab released findings from its latest quarterly retirement pulse survey, outlining how consumers plan for and approach retirement in the current economic environment. (…)
March 10, 2011
- Top Retirement Planning Stories of the Decade
Although much has happened during the last ten years, here are the most important retirement planning stories of the decade. (…)
February 17, 2011
- Financial Advisor improve your bottom line?
I’ve always believed an advisor’s biggest duty is to “save investors from themselves.” DALBAR conducts a study each year to re-confirm this fact. (…)
February 10, 2011
- Easy Steps to Become a Millionaire (Hah!)
Sounds like an infomercial, doesn’t it? (…)
September 24, 2010
- Boost Your 401(k) Returns!
In a recent study based on nearly 400,000 401(k) participants, the average participant who did not seek help faired poorly in comparison to those who did seek help. (…)
September 16, 2010
- Success Lessons in Retirment
I’ve been in the financial services business for close to 20 years now, I have helped people manage their money and their lives before and during retirement. (…)
August 28, 2010
- Is your 401k a Clunker?
There have been some major changes in the legal requirements for 401(k). (…)
