Sharing Our Thoughts and Insights
Optimism is clearly priced into the markets, with U.S. stocks up nearly 17% year-to-date. The question is where do we go from here?
Too often when it comes to our financial lives, we don’t look at the big picture. Most advisors in the financial industry focus almost exclusively on return on investment. We feel they are putting too much focus on “the money” instead of helping clients manage their money in a way that improves their life.
Financial security in retirement doesn’t just happen. It takes planning and commitment. With that said, this brochure put out by the Department of Labor, identifies two smart and FREE ways to limit your risk as you accumulate assets.
Marathon has a massive footprint, over 1,000 different stores. The scale that they can apply, the pricing power they can get, just makes a smaller operation like this uncompetitive.
With a frenzy of technology IPOs expected to come to market this year, it’s worth noting that the days of getting in “on the ground floor” are all but over.
Each year, over one hundred CEOs retire from the S&P 1000. With all of the succession planning that takes place at these companies, one piece is almost always missing: preparing the current CEO for the next phase in his or her career.
There is a unique set of risks that women face in retirement. These are the top 5…
How satisfied are you with your life? What can you do in the next phase of your life to ensure you are happier? Are you using your money in ways that improve your life?
Kiplinger asked top financial and retirement experts to share their thoughts on how retirement has evolved in the past 25 years and how it might change in the years ahead. New benefits present new challenges.