Archive | Retirement Income Planning RSS feed for this section
401k Rollover

10 Costly 401(k) Rollover Mistakes – Timely Topics

Introducing Timely Topics, articles and commentary on topics of interest in today’s headlines. From time to time we may want to address a topic in more length than what a traditional blog post would allow. These articles are a result of client questions, media hype or news and commentary that we think might be of […]

Read full story Comments are closed
Green Line 2

Have You Watched TV Lately?

Marketing geniuses would have you believe that there is magic in retirement if you just stay on the green line. Or that all you have to do is figure out what your number is. If it’s so out of reach it might as well be a $Gazillion. Then you could just randomly throw money at […]

Read full story Comments are closed
grocery inflation

$219,000 Just to Eat!

Most people are somewhat familiar with the “Rule of 72”. In financial circles it refers to how long it will take your money or a particular investment to double, given a fixed annual rate of interest. It is one of those formulas designed to be a quick ballpark calculation and not a scientific certainty. For […]

Read full story Comments are closed
Dollar bill folded into a heart

Six Steps to Maximize Your Charitable Giving

Still doing good, but with less. Most of us have been impacted in one way or another by the new economic reality. If we haven’t been personally affected we are concerned about what tomorrow may bring. We are all trying to stretch what we have even it’s simply to save more. Even though budgets may […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.