A happy employee is a more productive employee. Studies have shown that when employees are financially insecure it takes away from their ability to perform their jobs at a high…
The Fiduciary Rule is DEAD! PART 2… The Fiduciary Rule required that all financial advisors act as a Fiduciary when providing services to ERISA covered retirement accounts. This means that…
This is the 1st episode of The Retirement Rant. We talk all about what it means to be a fiduciary and how the DOL’s Fiduciary Rule is now DEAD… The…
Welcome to my YouTube channel! I’m super excited to share educational material with you about various topics including, retirement planning, financial wellness, personal finance, and much more! This is my…
It is agreed that the earlier you start saving for retirement, the better. The big question on the minds of many savers, however, is: “How am I doing?” This article…
You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the…
At times, running your business takes every ounce of energy you have. Whether you have a human resources officer at your company or not, creating and overseeing a company retirement plan…
It looks like 2017 will end up being a very good year for the stock market. Consequently, you may realize short-term capital gains. What will you do about them? You…
The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for a few years, chances are you…
Is a permanent life insurance policy an investment? One financial professional advisor might answer that question with a “no,” while another might say “in a sense, yes.” Just as some people…