The Truth About “Retirement Planning”
The 2020 Mind Over Money survey (1) finds that 77% of Americans feel anxious about their financial situation, with 68% concerned mostly about having sufficient income during retirement. They should be.
Tag: Financial Planning
How to Find the Right Financial Adviser
If you’re looking for an adviser, here’s what you need to know about assessing their fees and finding the right financial advisor whose services fit your needs.
How will Social Security impact your future? As seen at AARP online
Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation.
Quit Using 401(k) Financial Jargon, Once and for All
The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor’s business is well-documented. Still, a new survey brings it (yet again) into stark relief. It might make the advisor sound smart while making the client anxious and overwhelmed, and some argue it’s intentional. If they keep it complicated, consumers think they need advisors to sort it all out.
5 Smart Financial Steps to Take During Summer as seen in U.S. News and World Report
If you find yourself indoors on a hot and humid afternoon, there are several little financial tasks that are worth completing. Here are five personal finance tasks that you should consider tackling in the heat of the summer.
5 Ways to Boost Your Financial Confidence by Calvin Geotz
To feel more confident in these, and other, financial choices, it's often recommended that you seek the advice of a financial advisor. A recent study by Fidelity Investments discovered that working with a financial advisor can add up to 4% higher investment returns. And a study by Vanguard estimated that the quantitative value of a financial advisor is about 3% on a net basis (4% minus 1% fee)
26 Ways the New Tax Law Will Affect Your Wallet (as seen in Kiplinger)
Do the pros and cons found in the 500-plus pages of legislative language add up to good news or bad news for your family's bottom line? …. Here's a look at key provisions of the new law that could affect everything from your family to your investments to your retirement planning…..
How to Choose a Financial Adviser: 6 Tips for Finding the Right One
If you’re not an expert in money matters, hiring a financial adviser to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well, because they can be so specialized. Estate planning is completely different from picking the right investments, for example. Managing a portfolio is different from crafting a monthly budget.