5 Things Investors Shouldn’t Do Now
…3. Don’t be complacent You should use the latest turbulence as a pretext to ask yourself honestly whether you are prepared to withstand a much worse decline. Did you make…
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The Dow just hit 20,000, but half of America missed out
The Dow just hit 20,000, but half of America missed out From: finance.yahoo.com On Wednesday, the Dow Jones Industrial Average traded above 20,000 for the first time. This barrier, which…
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
…the protect and grow investor; that’s where the asset allocation [e.g. balanced] funds come in. Frankly [this second group is] the larger group. “Third, you have clients who say ‘don’t…
Which comes first: Social Security or IRA withdrawals?
Which comes first: Social Security or IRA withdrawals? From: financial-planning.com It is a retirement dilemma. When planning for retirement cash flow, should a client start Social Security as early as…
Emily Obenour
…at the local coffee shop, she is probably reading up on the latest, riveting Medicare articles or teaching other agents how to be senior advocates. When she finds time to…
The Baby Boomer Dilemma
…message… Hosted by AFEA Leverage the power of our non-profit status with the credibility of Doug Orchard’s latest film, now showing in theaters nationwide! Even if you’re not interested in…
Read more10 Ways You Could Avoid the 10% Early Retirement Penalty
10 Ways You Could Avoid the 10% Early Retirement Penalty From: www.kiplinger.com You’ve saved diligently in your 401(k), and you wouldn’t mind tapping into it – but you’re not age…
How The Best-Kept Secret Of The US Tax Code Can Help You Save For Retirement
How The Best-Kept Secret Of The US Tax Code Can Help You Save For Retirement From: www.forbes.com This month I was lucky enough to sit down with Jean Chatzky, CEO…
Assessing the Damage Done by the SECURE Act
Assessing the Damage Done by the SECURE Act From: advisorperspectives.com The Grinch who stole Christmas is alive and well this year – in the U.S. Congress. Our representatives and senators…
The Fiduciary Advisor Network Welcomes David Morgan as Its Newest Member
The Fiduciary Advisor Network Welcomes David Morgan as Its Newest Member From: www.einpresswire.com JACKSONVILLE, FLORIDA, UNITED STATES The Fiduciary Advisor Network proudly announces the addition of a distinguished new advisor,…
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