Do you really want or need a “woman-focused” financial advisory group? Many women, especially those in their 60’s and 70’s, grew up with the idea that managing household finances is. . .
How much more Federal Budget deficit can we absorb? The US Government just announced that it would run an $897 billion deficit this year, an increase of $120 billion from. . .
Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. I was born in 1960, towards the end of the baby boom. My father. . .
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Nothing is free when it comes to mutual funds Not long ago, a new potential client said to me, “My mutual fund investments are FREE, there is no fee.” This. . .
Variable annuities have fees, expenses, and charges subtracted from the annuity account value The category, an annuity is a very broad term that covers two different types of actual products. . . .
Is there any downside for gathering a second opinion? To me, the answer would be to confirm that the first opinion is correct or that we have enough information in. . .
When Planning for Retirement Four Common Mistakes Nearly Everyone Makes You may have been told by a well-meaning parent, friend, or financial advisor that you should “Save at least 10%. . .
Recession-proof your life by eliminating debt. “History doesn’t repeat itself, but it often rhymes.”– Credited to Mark Twain It’s well understood that boom and bust cycles are an intractable part. . .
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