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Investing With a Plan?


Saving is a great start, but planning to reach your financial goals is even better. Are you saving for retirement? Great. Are you planning for retirement? That is even better. Planning for your retirement and other long-range financial goals is an essential step – one that could make achieving those goals easier. Saving without investing…

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How Financial Professionals Are Paid

A look at an ongoing discussion that impacts retirement savers & investors.   Fee Historically, financial services professionals have been paid in the same way. Sales or trading commissions linked to investment transactions were the norm. Brokers sold products and made trades to earn a living. Retirement planning or wealth management strategies were not emphasized. Fee…

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Parents, Alzheimer’s & Money

Easing into a difficult conversation. FIDUCIARY Every eighth American aged 65 and older has Alzheimer’s disease, and 43% of Americans aged 85 and older have it, according to the Alzheimer’s Association. Consider those percentages in light of the Social Security Administration’s estimate that about 25% of today’s 65-year-olds will live past age 90. These shocking…

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