Financial News

Probate is Too Public, Too Expensive and So Impersonal

11/03/2016 11:00 AM

American seniors are a significant demographic of the procrastination nation. They don’t have wills, no trust documents or family attorneys. But one thing they do have is a death experience, and th...

 

Keep Uncle Sam out of Your Pocket in Retirement

11/02/2016 11:00 AM

Many new retirees take up hobbies, sports or card games. Some actually become better golfers, artists or bridge players. But if seniors would take the time to learn basic tax management, they could...

 

Matching Guarantee Retirement Expenses with Guaranteed Income

11/01/2016 11:00 AM

It should be antithetical to depend on non-guaranteed investment income to pay for guaranteed retirement expenses. It’s not just a theory—it’s a major component to your personal psychonomics or ret...

 

Quit Spending Down Your Assets to Qualify for State Protection

10/31/2016 11:00 AM

No one wants to live in a nursing home with strangers, especially in a state-run facility. To underscore this factoid, you need to see your future now by going on reconnaissance missions to a state...

 

Quit Spending Down Your Assets to Qualify for State Protection

10/31/2016 11:00 AM

No one wants to live in a nursing home with strangers, especially in a state-run facility. To underscore this factoid, you need to see your future now by going on reconnaissance missions to a state...

 

Keep Uncle Sam out of Your Pocket & Increase Your Retirement Income

10/29/2016 11:00 AM

Many new retirees take up hobbies, sports or card games. Some actually become better golfers, artists or bridge players. But if seniors would take the time to learn basic tax management, they could...

 

Most Seniors Near Retirement Have No Goals, No Plans, No Clue

10/28/2016 11:00 AM

Retirement specialists often find that individuals resist the planning process. The reasons to plan are clear, but the execution often falls short. Clients who overcome hesitancies and enlist profe...

 

Advisers Should Be Stewarts and the Most Trusted Family Adviser

10/27/2016 11:00 AM

Financial tools are everywhere, but can’t begin to measure the importance of goals or a desired quality of life. The ability of the adviser to align client assets with values is the foundation of a...

 

You Can’t Always Land on Your Feet After A Financial Fall, But the Landing May Be Softer

10/26/2016 11:00 AM

Discipline is an essential skill that can pay lifetime dividends. The benefits of discipline impact nearly all aspects of life, including personal, professional, relationships and careers. Exercisi...

 

In the Abundance of Counselors There May Be Safety

10/25/2016 11:00 AM

Perhaps 50% of the population utilizes financial planning services; others take a riskier don it yourself approach. Retirees should go beyond diversifying their assets, and allocate appropriately f...

 

Risk Tolerance Tests Should be Part of Your Financial Profile

10/24/2016 11:00 AM

Though largely underutilized, tests for risk tolerance reveal consistent attitudes towards the deployment of money. Investors appear to display short memories for recent market pullbacks by carryin...

 

A Simplified Approach to Retirement

10/22/2016 11:00 AM

These four steps are a simplified approach to retirement for those who need a basic track to run on. The four steps include: Cover Your Domestic Expenses, Protect Your Portfolio Against Inflation, ...

 

Retirement Plan Combos Present Many Opportunities

10/21/2016 11:00 AM

Though often thought of singularly, retirement savings vehicles including IRAs, 401(k)s, pensions and profit sharing plans can be combined for maximum impact. Savers can benefit by buying stock ins...

 

Fully Insured Pensions Protect and Reward Retirees

10/20/2016 11:00 AM

Little-known aspects of pension plans can be highly beneficial for retirees’ increasingly long lives. Employers aided by specialized accounting professionals must take the initiative to establish p...

 

Save Strategically for a Resourceful Retirement

10/19/2016 11:00 AM

Employers’ age-weighted profit sharing contributions compensate older or near-retirement employees disproportionately to their younger peers. Pension plan contributions provide tax deductions not s...

 

Do’s and Don’ts of Retirement Savings

10/18/2016 11:00 AM

Though a shared goal, retirement is achieved differently by employers and employees. Both groups utilize savings from earnings to fund their retirements, however, changing times and regulations pr...

 

Financial Illiteracy Threatens Retirement

10/17/2016 11:00 AM

Except for government employees enjoying guaranteed lifetime retirement pension incomes, individuals must take full command of their retirement finances. Consumers are largely uneducated about fina...

 

The Face of Retirement is Changing

10/15/2016 11:00 AM

Many of the rock icons and Hollywood stars of the baby boomer generation are in sixties. The flower children of the sixties are now in their sixties. This is the changing face of retirement. 10,000...

 

The Investor’s Process: First Honesty, then Fearlessness

10/14/2016 11:00 AM

One of the greatest traits of Vulcans is that they are incapable of lying. But is that just science fiction or the imagination of Gene Roddenberry craving for honesty in the human experience? You c...

 

Coachability & Leadership Are Key Aspects of Investor Education

10/13/2016 11:00 AM

Being a student of the game is the only way to win the game. If you’re teachable and thirsty for knowledge, you may position yourself later in life as a leader, starting with leading your family. W...