How to Manage Withdrawals Throughout Retirement

Money and technology are so closely related that if a financial advisor isn’t employing the latest technology, how will it equate to risk for you and your money?

On May 24 th , 2018 President Trump signed The New Senior Safe Act into federal law, encouraging financial professionals to report senior financial abuse.

Credit scores are used in our country as a method to determine an individual’s financial responsibility.  The three-digit credit score means more than just the possibility of fiscal responsibility to the lender.

Many investors evaluate not only their portfolio performance but also their relationship with their financial advisor from time to time.

How did you learn to manage money and understand the value of investing?  Did your parents relay to you what they knew about money or did you read books on budgeting and investing in figuring it out yourself?

suit·a·bil·i·ty: The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it comes to investment recommendations to clients.

The financial services industry is still recovering from the effects of the financial crisis.  Positive impacts from the crisis include new regulations and clients taking an increasingly active role in their economic destiny.

Since President Trump announced his intention to impose tariffs on all countries the stock market has been reacting-based on investor concerns in reaction to the media.

For those of you that have ever hired a personal trainer--you know what that experience is all about.  The first day is the one that you will never forget because it was hard both physically and mentally.

Receiving a large sum of money through an inheritance or other windfall can be stressful, exciting, and confusing all at once. Managing a large sum of cash can seem overwhelming, particularly if it’s an experience you’ve never had before.

In April 2018 Facebook’s CEO, Mark Zuckerberg’s admittance of Facebook user’s data used by Cambridge Analytica in our last presidential election has caused an emotional reaction in Americans and lawmakers alike.

We all desire the flexible lifestyle, to not work or work when we want. Wouldn’t it be great to spend more of our lives not working than working?

Despite the fallout to investor’s portfolios, job losses, and the overall downward turn of the American economy during the recession, we have benefitted from relatively low inflation rates.

2017 was a bad year for the credit industry- data breaches and multiple lawsuits.  But it’s becoming apparent that Americans overall are going to have a worse 2018 compared to last year as the trend of acquiring more debt increases.

Many Americans have already filed their taxes for 2017, but the majority will be filing this month and finding out how the new tax plan is impacting them (if at all) for this spring’s filing.

The ability for a business to offer a 401(k) plan is often seen as the benchmark of a large, successful company.

Have you seen the TV commercials about a machine or robot as your investment advisor?  As funny as they may be, they may be giving you the wrong idea of what a robo-advisor really is.

If you’ve been sensitive to the stock market performance in the last weeks, you’re not alone.  Regardless of how your investments fare during market corrections, being aware of your anxiety in light of what you’re seeing, reading or hearing can make a differen

If you’re an employee working for a company that has a pension plan, you’re among an estimated 4% of Americans that still benefit from this type of retirement plan.  Most companies have moved to a dual plan or removed the pension entirely.

Leaving a legacy through the passing assets today and after your death is a process that requires correct planning and execution.