Bypass Trust Needs Drastically Reduced!
We believe in Keeping Things Simple. To that end, something good happened as a result of the fiscal cliff bill that was …
Consumer Reports Polls Retirees
Consumer Reports polled 22,000 retirees and near-retirees about how well they had planned for retirement. It isn’t surprising that most people lamented …
What to do with that old 401k?
If you have an old 401k from a previous employer, we would recommend that you should rollover that 401k into an IRA. …
Warren Buffet on the recent market sell-off
Below is a video from CNBC that was recorded on Monday, May 7th, 2012. It has a great line from Buffet stating …
Financial Planners are Good for You
While our clients have known this for some time, it always helps to have a study show that financial planners are good …
A Day in the Life of a Financial Planner
We found this tongue and cheek video to be very amusing. Enjoy. A Day in the Life of a Financial Advisor by: …
Removing the Veil from 401k Fees
We are very upfront with the fees that we charge our clients (0.8% of assets under management). Government legislation is trying to …