So You Think You Know

May 19, 2017

The American College recently made this 2107 Retirement Income Literacy Quiz available.   Many think they know all they need to when it comes to managing finances in retirement, but the stats of the survey show that almost THREE QUARTERS of respondents didn’t post a passing grade.  You can read more about the quiz results here or take…

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Keeping Up With The Fiduciary Standard

May 5, 2017

Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly expanded definition of fiduciary investment advice is scheduled to go into effect June 9, 2017.1 The rule holds certain financial professionals to a fiduciary standard…

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Money Matters 04/24/2017 – Accumulation vs Distribution and Preservation

April 27, 2017

What type of financial specialist is right for you in retirement?

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What is a “Safe” Retirement Withdrawal Rate?

April 18, 2017

In an investment portfolio, the withdrawal rate is the monetary percentage from which a retiree draws from his account each year. A “safe” withdrawal rate is a fixed percentage distributed as a systematic withdrawal that reasonably expects portfolio funds to last throughout the retiree’s lifetime. When determining your personal retirement withdrawal rate, it’s important to…

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Money Matters 04/10/2017 – Health Care Plans

April 11, 2017

Health care coverage and preserving your retirement assets

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Money Matters 04/03/2017 – Annuities

April 4, 2017

Some questions to ask about annuities

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Global Trade: Problems and Potential Solutions

March 31, 2017

Global trade and investment have increased dramatically over the past 30 years.¹ On one hand, importing lower-cost goods from other countries has saved Americans money. On the other, it has cost American jobs. How many jobs? About 6 million from the manufacturing sector alone between 1999 and 2011, according to the Bureau of Labor Statistics.…

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Money Matters 03/27/2017 – Retirement Coaches

March 27, 2017

Top performers gain from top coaching

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Money Matters 03/20/2017 – Your Risk Score

March 22, 2017

The power of a risk score

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