Tag Archives | fiduciary
anxiety freaking out

Quote Of The Week: When You Need Help Planning Your Retirement

“It’s smart to seek out (and pay for) professional help when you’re confronted with a financial situation you haven’t seen before and truly can’t handle yourself. And if any situation meets that criterion for most people, it’s retirement. Retirement really is a huge life change. You’re in uncharted territory, and it’s OK to admit you […]

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Quote Of The Week: Be Smarter With Your Money In 2019

Resolving to do better with your money in 2019? Here’s money maven Jill Schlesinger’s advice: “If you don’t know how the cash is coming in and out of your household, it’s hard to make informed decisions about your financial life.” We agree. A good starting point is understanding cash flows – what you’re making, what […]

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Quote Of The Week: “How Some Advisors Were Tested And Failed”

How good is the retirement and investment advice you are getting from your advisor, especially when it comes to the “complex and all-important decisions of how to invest retirement savings?” One MIT professor put it to the test, and here’s what she found: “A majority of these (financial experts who advise people on their retirement […]

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Quote Of The Week: “What I Learned From Sitting Down With 4 Financial Advisers”

Most people have a lot of questions: Should your adviser be a fiduciary? What’s wrong with “free” financial services? And what’s the difference between “fee-based” and “fee-only?” Brooklyn-based writer Anya Kamenetz blogs about education at NPR and is also a columnist for “The Savings Game.” She recently wrote about what she and her husband learned from interviewing […]

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