Tag: financial advisor

3 Tips To Managing Your Investments Smarter In Retirement

Retirement means no more hard work, right?  Think again!  When you retire, your new job is to make sure your money lasts long enough to...

Financial Advisor Ethics: What You Need to Know

Hiring a financial advisor can be one of the smartest moves you can make.  Having a trusted advisor can mean the difference between achieving your...

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...

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...

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...

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