Overview In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? This is a challenging subject, indeed. First, the stakes are high. The quality of your selection, or lack thereof, can literally make or break your family’s fortune. Also, the choices can …
What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals: “There’s no confusion in the minds of investors as to what they want. They’re very clear. They want somebody they trust who makes …
Consider This Before You Claim Social Security
Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. There are many factors to consider, including your other retirement savings, your health, your tax situation, the claiming strategies available to you (think …
