- Joss Murray
Elements to wise wealth planning
As life spans increase, retirement planning becomes increasingly complex. Long-term care concerns, saving enough to retire for almost as long as a retiree worked, and optimizing Social
No one would deny that 2017 was a banner year for the markets...at year end, all the equity indices were close to their all time highs. Even the WSMSI (Working Capital Model Select Income
- Matthew D. Edward
Money won’t buy happiness, but it can buy peace of mind
“Happiness is not something ready-made. It comes from your own actions.” The Dalai Lama said these words in response to a question about how to find true happiness in life.
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Sep 13, 03:47 am
Elements to wise wealth planning
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Sep 13, 02:25 am
Market Numbers Through 2017... Not Quite as Impressive as You Might Think
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Sep 13, 02:25 am
Money won’t buy happiness, but it can buy peace of mind
You Don’t Want to Run Out of Income Before You Run Out of Life. Some people don’t know how to turn their money into a lifetime income stream.
- Jane Meggitt
Avoid Making Emotional Money Errors
Clients Must Depend On and Trust Their Financial Planners. If you climb into a Porsche or Corvette, you feel you could drive fast, and you just might do so.
- Jane Meggitt
Helping People Build a Financial Plan for Life
USA Today recently reported that the typical 65-year-old man living an average lifespan will spend $189,687 in today's dollars on medical care in retirement, while the typical 65-year-old
The recent volatility of the stock market, combined with the financial uncertainty facing many people in or near retirement age, could mean a bumpy ride for them down the
- Jude Scinta
Retirement Planning: Focus on the "sweet spot"
Results from the Bureau of Labor Statistics’ 2017 National Compensation Survey reports that 23 percent of U.S. workers participate in a pension plan.
- Amy Armstrong
Do the right thing – and your business grows
Despite the significant strides the financial services industry has made toward better informing clients of the cost of doing business, advisors using the fiduciary standard believe more
- Amy Armstrong
Charting a Path
As a pilot, Peter G. Miles filed many flight plans – an essential and mandatory task of that profession. No matter the size the aircraft, or the number of passengers, or the amount of cargo
- Advisors Staff
4 Common Retirement Mistakes And How To Avoid Them
Constructing a smart retirement income plan isn’t easy. Throughout the working years there are many factors to consider, such as salary, expenses – monthly and unforeseen – debt and
- Amy Armstrong
Closing the Gap to Protect the Assets
Four out of ten Americans age 40 and older indicate they will depend on the federal Medicaid program to meet their long-term care needs.
- Steven Selengut
Managing The Retirement Income Portfolio: The Plan
The reason people assume the risks of investing in the first place is the prospect of achieving a higher "realized" rate of return than is attainable in a risk free environment…
- Matthew D. Edward
Three Dimensional Investing
Many investors and wealth managers remain stuck in a two-dimensional asset allocation model comprised of stocks and bonds. But the real world isn’t 2D and investors need to “embrace
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