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What should you be doing to prepare for retirement? Top tips and tactics from financial advisors as seen in the News Journal Fri, Jul 27, 2018 You're 10 years or less away from retirement. You can clearly see the next phase of your life down the road and it's coming up fast. Are you ready for it? Do you have a comprehensive plan in place so you don't outlive your savings? Read More

How dealing with a fee-only advisor is good for the client (as seen in ecnomics times) Wed, May 30, 2018 Remember that a person selling a product can never be a true advisor, as their interest lies in selling their product and meeting their targets. So, who should someone seeking advice turn to? The best bet for the investor would be a fee-only adviso... Read More

How to pick a fee-only financial planner when family's finances suddenly increase? by Liz Weston Tue, May 22, 2018 "................A true fee-only financial planner accepts compensation only from clients. You'll want one who has an appropriate credential such as certified financial planner (CFP). The planner should be willing to be a fiduciary and put that in wr... Read More

Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com)
Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com) Mon, Apr 09, 2018 In an industry where members often talk of acting as fiduciary in the best interest of their clients, most investors still believe that their advisors fail to fully disclose conflicts of interest and the fees they charge a new survey by the CFA Insti... Read More

Trump's Tax Plan and How It Affects You (by Kimberly Amadeo)
Trump's Tax Plan and How It Affects You (by Kimberly Amadeo) Fri, Feb 16, 2018 On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act. It cuts the corporate tax rate from 35 percent to 21 percent beginning in 2018. The top individual tax rate will drop to 37 percent. It cuts income tax rates, doubles the standar... Read More

Online Tool Helps Investors with Selecting a Financial Advisor
Online Tool Helps Investors with Selecting a Financial Advisor Thu, Jan 04, 2018 AARP 'Interview an Advisor' Guides Process with Questions about Qualifications and Standards Read More

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