News

Filter News by:
4 Ways To Improve Your Estate Plan

News

4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

Read More
Six Priceless Educational Resources For Managing Your Finances

News

Six Priceless Educational Resources For Managing Your Finances

In the recent past, many professionals have resorted to setting their retirement fund on autopilot, expecting it to deliver the returns they may need after they bow out of their careers. However, it has become quite evident that the “set it and forget it” mentality of investing is not only detrimental to the potential of the investment but can lead to fewer returns than expected.

Read More
Busting Three Half-Truths About Reverse Mortgages

News

Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

Read More
How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self

News

How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self

The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.

Read More
Breaking Down The Complex World Of Social Security Spousal Benefits

News

Breaking Down The Complex World Of Social Security Spousal Benefits

Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Social Security represents nearly one-third of all retirement income for retirees.

Read More
Baby Boomers: Don’t Buy Into These 10 Pre-Retirement Investment Myths

News

Baby Boomers: Don’t Buy Into These 10 Pre-Retirement Investment Myths

As Baby Boomers approach retirement, they may encounter a lot of so-called “expert” advice telling them how to invest just before or during their golden years. While some of this guidance is sound, other tips are myths that may, in fact, steer investors in the wrong direction.

Read More
10 Self-Help Tips To Help Small Business Owners Keep Their Finances Organized

News

10 Self-Help Tips To Help Small Business Owners Keep Their Finances Organized

Owning a small business can come with a steep learning curve, and it’s one that many entrepreneurs face alone. Learning as you go is never easy, and there are many aspects of day-to-day business that need to be mastered. In particular, small business owners may struggle to keep finances in order.

Read More
Launching A 401(k) Program For Your Employees? Follow These 12 Tips To Make It A Success

News

Launching A 401(k) Program For Your Employees? Follow These 12 Tips To Make It A Success

Many business owners started as employees on payroll for larger corporations. Because of this, they likely understand the importance of providing benefits like 401(k) programs for their own workers.

Read More
Nearing Retirement? 10 Ways To Make The Most Of Your Investments In Today’s Volatile Market

News

Nearing Retirement? 10 Ways To Make The Most Of Your Investments In Today’s Volatile Market

In late 2018, the stock market experienced what some call a “mini-crash.” Investors nearing retirement and hoping to exit the market and workforce on a high note watched as their plans took an unexpected downturn, leaving some dismayed and uncertain about their financial future.

Read More
Getting Client Calls After A Stock Market Shift? Here’s How To Reassure Them

News

Getting Client Calls After A Stock Market Shift? Here’s How To Reassure Them

The stock market is known for its ups and downs, but when a major shift happens, many investors go into panic mode. As a financial advisor, you’ve likely received frantic calls from your clients during these times: Are their investments safe? Do they need to make changes to their portfolios? What does this mean for their financial future?

Read More