We continue the series on how to find a financial advisor. Today we’ll whittle down your list.
You’ve found an advisor or three who look like they might be
Investment advisor, financial planner, financial advisor, stockbroker, registered investment advisor, insurance agent, retirement planning specialist, personal
People regularly ask me how to choose a financial advisor. After my stock answer of “choose me,” I begin by asking them why they want one. Financial advice
Are you a saver or a spender?
Most of us are a bit of both—being only one is illogical. Many of us would also save more given the chance. At least that’s
Retirees: Do you feel financially secure? The Society of Actuaries, LIMRA, and the International Foundation for Retirement Education posed that question to
What if the U.S. Government were a family? You may have seen the analogy floating around the last couple of years comparing the debt and income of the U.S
This is the final in a series of articles that began with the proposed title, “Bonds: Bracing for the Crash.” In it you learned that 1) I don’t think there will
In case you missed it, we are in the midst of a little series looking at the problems with alternatives to bond investments. Strangely enough, last week I
Last week we peeked at what the bond market might have in store for us going forward. We learned that if interest rates were to rise, the value of existing
The editors of the paper select the headlines for this column. Each week I suggest a headline and each week they tend to ignore my suggestion and use one of
10. You Are Retiring or Changing Jobs
Social Security is there for retirees now, but will it be there for us in the future? Do you have enough for retirement
Fees or Commissions:
Does Compensation Matter?
It shouldn't. But we believe a significant conflict of interest exists if an advisor stands to personally gain
