Investment Rules Change As You Move Into Retirement, Financial Advisor Says After a lifetime of deciding out how to get the best return on their investments, people nearing retirement could think they have this money thing figured out. But they … Continue reading
Written By Donna M. Phelan, MBA Although it is improving, there is an economic cost to being a woman that reverberates into retirement. It results from multiple long-term socio-economic conditions. The first is that women have consistently earned less than … Continue reading
Seniors Need To Educate Themselves About Ways To Protect Their Nest Eggs, Financial Advisor Says People pondering their retirement years often conjure images of spending more time on a favorite pastime or traveling around the country or the world. Health … Continue reading
By Jeff Bucher On the surface, when people think of an investment advisor, financial planner or retirement planner, what they think of is someone that’s going to assist them with making the selections of their stocks, bonds and mutual funds. … Continue reading
Financial Planner Says Independent & Credentialed Advisors May Better Tailor Individual Portfolios An onslaught of retiring baby boomers; the uncertain duration of Social Security funding; difficulty with workplace retirement accounts like 401(k)s – even if these factors were stronger than … Continue reading