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
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Sep 13, 02:24 am
Is running out of money your greatest financial fear?
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Sep 13, 02:23 am
Avoid Making Emotional Money Errors
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Aug 22, 13:16 pm
Helping People Build a Financial Plan for Life
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
- Alexander Joyce is CEO and president of ReJoyce Financial LLC
3 Major Ways Financial Illiteracy Is Harming Americans
America is consumed with higher education – going to college and earning a degree as the necessary means to a well-paying job.
- Amy Armstrong
4 Ways Financial Advisors Put Clients at Ease
Since 2007, the American Psychology Association (APA) has ranked “money issues” as the number one stressor for Americans. More than one-quarter of Americans reported “feeling stressed
Just when we thought we had handled the DOL mandated changes to our IRA fee payment arrangements, a new tax code comes along and changes everything... literally.
- Vitaliy Katsenelson, CFA
Bitcoin and cryptocurrencies are just the Beanie Babies of the moment
If you invested in the markets circa 1999, it is hard to observe the Bitcoin mania and not experience the feeling that you’ve seen this movie before and know how it will end – in losses and tears.
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