When you visit a Ford dealership and look at cars, do you ever expect the new car advisor to suggest that a Toyota might better meet your needs? No. Everybody knows that the “advisors” at a car dealership work for the dealer and are trying to help you buy one of the cars the dealer …
fiduciary financial planner
What Should I Look for in a Financial Planner?
So your youngest kid just graduated from college. You just realized you have 30 years of work history. You found a notebook from your first year at work and you notice a goal you wrote down: “Retire by age 50.” This year you will celebrate your 55th birthday. You’ve been saving into the 401(k) at …
Father’s Day Advice
“A goal without a plan is just a wish.” ― Antoine de Saint-Exupéry With Father’s Day coming soon, I reflect as a father, and a son, on the opportunity I have to help my children have a better life. So I thought I would offer some life-changing advice. Here it is: “A goal without a …
Hidden Costs of Mutual Funds
What does it really cost to buy a mutual fund?
Almost every retirement portfolio includes some mutual funds. But you may be surprised at the costs you don’t even know you are paying to own these products.
For many families, investments were put in place a long time ago and you may not have looked at them in years. Like your home owners insurance and your physical health, it pays to have a periodic checkup on your retirement account to be sure you are healthy. Read Full Article
Five Keys to Winning the Retirement Game
Whether you are 65 or 35, these keys will help you lay the groundwork for a retirement plan that wins for you.
Things just aren’t like they used to be. No more of simply graduating high school and off to the factory. Then 40 years later, retire on a pension, company health insurance and golf 3 times a week. We are all more engaged in making a plan for our own retirement. Read Full Article