Brokers and advisors often overcharge their clients for basic services and transactions. But now they’re tacking on a new fee of as much as 1% of your account.
Archives
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Take Retirement Lifestyle Cues From Your 90-Year-Old Self
Tuesday, September 20, 2016Life expectancy is on the rise, so it’s important to mentally and physically prepare for a longer retirement. Begin making healthier decisions today.
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A Secure Retirement Requires More Than Just Financial Planning
Tuesday, September 13, 2016Financial security is critical, but it’s only one piece of the retirement puzzle. Protect yourself and your home with a natural disaster preparation plan.
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Chasing Yesterday’s Winners Is Not a Winning Strategy
Tuesday, September 6, 2016Near-zero rates mean investors are now chasing yield and swinging for the fences more than ever. Find out why yesterday’s winners are the losers you should avoid today.
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Cooler Heads Prevail: Stay Calm This Election Season and Your Portfolio Will Thank You
Tuesday, August 30, 2016A Clinton or Trump presidency may rock our economy in the short term, but no single person can decimate the economy. Cool your jets to protect your nest egg.
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Four Slam Dunks for a Retirement Income Boost
Tuesday, August 23, 2016Maximize your retirement income by considering annuities, reverse mortgages, life insurance policies and strategies for boosting Social Security payouts.
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Address These 4 Critical Topics With Your Spouse Now
Tuesday, August 16, 2016When you or your spouse passes, it’s crucial that the surviving spouse has the tools and resources necessary to manage shared finances and household affairs.
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An Endless Stroke of Good Luck Gives Boomers a Boost
Tuesday, August 9, 2016Most boomers are financially underprepared for retirement… yet many have gotten a second chance to retire rich.
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Early Mortgage Payoff: Your Ticket to Peace of Mind in Retirement
Tuesday, August 2, 2016Mortgage debt can cast a dark cloud over your golden years if you’re not careful. For peace of mind and security in retirement, pay off your mortgage early.
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Planning to Work in Retirement? Not So Fast
Tuesday, July 26, 2016Baby boomers face a massive retirement shortfall, so many are refusing to leave the workforce. But a new study reveals the major flaw in this fallback plan.