Tag: retirement assets

Why it May be Advantageous to Diversify Retirement Savings

Although income may be lower than it was during working years, retirees may be surprised when their tax bracket is unchanged or even higher during...

One Critical Expense Most Financial Plans Don’t Address

Three words. Elder Care Planning. With people living so long these days, why haven’t financial planners been more focused on how to help clients who...

Hey Boomers, Can You Imagine Retirement?

Most Americans CAN imagine retirement! Days at the beach, fishing, travel, shopping, visiting the family or rocking in the hammock in the backyard.   But for...

Fixing ERISA to Protect Against High Plan Fees

The Employees Retirement Income Security Act (ERISA) was created to protect and promote the interests of pension plan participants and their beneficiaries. Unfortunately, ERISA, in...

Obamacare Increases Your Need to Plan for Retirement

The number one reason Americans file for personal bankruptcy is medical expenses. And, Obamacare just increased this risk for millions of Americans who may not...

Five Tips For Selecting A 5 Star Financial Advisor

You want a financial expert you can trust to help you invest your retirement assets. Every financial advisor you talk to claims to be a...

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