Category: Retirement

5 Financial Pitfalls For Recent Widows To Avoid

After the loss of a spouse or significant other, financial planning is likely the last thing on your mind. But it’s when you’re at your...

Select an Investment Advisor Who Also Makes Decisions

Some investment advisors provide financial advice, but they require you to make the final decisions. For example, these investment advisors will recommend the purchase of...

Is My Retirement Planner a Salesman?

Selecting a high quality retirement planner, who can produce a realistic retirement plan, is one of the most important financial decisions you will ever make....

What is an Investment Performance Benchmark?

A Benchmark is a performance goal. Your advisor is paid to produce results that beat the performance of your benchmark. If your advisor does not...

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