Tag: retirement plans

DIY for Home Improvement – Not Funding Your Retirement

The media aren’t over-stating this retirement issue. There really is an economic catastrophe overtaking those over-65. One out of seven of the over-65 are living in...

Who Are the Real Financial Fiduciaries?

The DOL just published a new regulation that turns stockbrokers into financial fiduciaries when they provide financial advice and services to qualified retirement plans (401k)...

Why Rollover Your Retirement Assets into an IRA?

A 2014 study from Cogent Reports concluded that over 50% of affluent investors with a balance in a former employer-sponsored retirement plan expect to roll...

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...

What You Need to Know About 457(b) Plans and Retirement

457(b) plans are a great investment vehicle for retirement for those who work for colleges, universities, unions, certain governmental organizations, non-profits, etc., and they have...

How a Proper Financial Plan can Ease Client Tension

When it comes to massage therapy, most first-time clients anticipate a relaxing, slow and gentle rub down that will warm up tissue and ease tension...

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