financial advisors

5 Reasons why you need an Annuity that the Motley Fool will never tell you

For the past few years, the Motley Fool has been releasing articles on the five worst things that you can do with your money. Their latest advice (brought to you by Sean Williams, a “Fool” since 2010), does not make sense in the big picture of retirement, especially when your health care costs are factored […]

Tags: , , , , , , , ,

Read more

Merrill Lynch survey – top retirement concern is health care costs

According to a recent survey conducted by Merrill Lynch it would appear that, for people 50 years old and older, the major concern in retirement was the overall cost associated to health care.

Tags: , , , , , , , , , , , , , , , , ,

Read more

From the Fiduciary Rule to the myRA to the Government regulating Employer Retirement Plans

In the past 6 months the federal government has already expanded the fiduciary rule, which states that a person controlling another person’s assets must place that person’s needs before them, along with designing the myRA, a retirement account for individuals that do not have access to an Employer Retirement Plan, i.e. a 401(k).

Tags: , , , , , , , , , , , , ,

Read more

February 2018: A possible wake-up call for financial planning.

One of the greatest concerns the general public has is how to fund for all of the costs associated with health care in retirement. The proverbial elephant in the room is the simple fact that this one expense is either not being addressed at all, or, at best, the probability of it being properly planned […]

Tags: , , , , , , , , , ,

Read more

President Obama’s myRA. A brilliant idea.

The myRA was announced during President Obama’s January 2004 State of the Union Speech to much fanfare from political pundits an the media and after a few months, even though those in the financial industry seem to be set against it, the Treasury is moving forward on it. This proves, again, that when it comes to […]

Tags: , , , , , , , ,

Read more

I saw this on NBC News last night…a Fair warning about Medicare

There is a video making the rounds through an email with the subject header being titled “Fair Warning… I saw this on NBC News last night”.

This email and the video is quickly becoming somewhat of instant phenomenon within the financial planning industry as it touches on how hospitals use the terms “Under Observation” and “In-Patient” and the impact that it may have on finances.

Tags: , , , , , , , , , ,

Read more

Something your financial advisor won’t tell you: your Social Security benefit will be lower than you think.

The buzz in the financial industry is all about Social Security; there are seminars daily on the subject, software programs by the dozens that help people plan for it, and whole practices that are designing themselves around it to build a better retirement for you. However, what is the one little thing that every financial […]

Tags: , , , , , , ,

Read more

Top