Archive for March, 2017

Tips For Financial Advisors Managing Health Care Expenses In Retirement

Mar 28 2017

Financial Advisors Can Help Manage Health Care Expenses In Retirement: Financial advisors should incorporate health care planning into their retirement practices to…

Millennials and Life Insurance – Its About Future Financial Security

Mar 21 2017

Millennials Need Life Insurance They Just Don’t Want To Talk About It: Millennials need life insurance for a secure financial future, they…

NBC Interview of Jamie Hopkins on Common Financial Mistakes

Mar 20 2017

NBC Interview Of Jamie Hopkins Discussing Common Financial Mistakes: What are common financial mistakes that most people make? In a recent NBC10 interview,…

Managing Your Digital Estate Plan WSJ Podcast

Mar 20 2017

Checkout This WSJ Podcast On Creating A Digital Estate Plan: What is a digital estate plan? Estate planning is a crucial part of…

A Look Inside TIAA’s Version Of ‘Bucketing’ For Retirement Income

Mar 13 2017

Bucketing for retirement income brings additional security to consumers: There are a number of retirement income strategies used today by financial advisors. Perhaps…

Merrill Lynch Considering Rolling Back Some DOL Changes?

Mar 10 2017

As the DOL announces a possible delay in the new fiduciary rule and some industry experts expecting an eventually removal of the…

5 Tax Planning Mistakes To Avoid As Tax Season Approaches

Mar 10 2017

With April 15th quickly approaching and tax season upon us, its important to think about some of the planning we can do…

Chocolate, Fantasy, Long-Term Care, And Retirement Planning

Mar 10 2017

What does chocolate and retirement planning have in common? Willy Wonka and The Chocolate Factory provides a playful way to bring up…

Don’t Risk Your Retirement By Failing to Plan for These 4 Major Risks

Mar 10 2017

Retirement planning can be like shooting a moving target in the wind. It is very challenging and a variety of unpredictable risks…

How to Pick the Right Financial Advisor?

Mar 10 2017

Picking the right financial advisor for your situation can be challenging. However, there are simple and straight forward questions you can ask…