financial advisor

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Did Your Financial Advisor Meet Expectations in 2016?

What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance. 

The end of 2016 brought a mixed bag for the markets. The Dow […]

Retirement is an Artificial Finish Line

I received the following alert on my phone from that New York Times this past weekend: “Today’s women are much more likely to work into […]

By |February 24th, 2017|Categories: Retirement|Tags: , , , , |0 Comments

5 Tips When Coming Into a Large Sum of Money

Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional […]

Traditional IRA Advantages & Disadvantages

Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some […]

10 Things Your Financial Advisor Won’t Tell You

If you’ve been keeping up with the news, you may have come across something about financial advisors. In case you missed it, here are the […]

Using The Internet To Find And Research Financial Advisors

Read this timely article if you are planning to change financial advisors or select your first advisor in the first quarter of 2017.

How do you […]