Insights

Why Retirees Should at Least Consider a Financial Adviser

Even those who think they have their retirement planning in hand can use someone to keep them from making a costly mistake in this Wall Street Journal article by Glenn Ruffenach Read the full article on Wall Street Journal

How to Avoid Overspending in Retirement

by Securities America With the recent challenges in the U.S. economy, particularly in the housing and financial sectors, many pre-retirees are concerned their nest eggs won’t be enough to maintain a comfortable retirement. Despite that concern, many Americans within sight of retirement have expectations that don’t match their actions or reality. 43 percent of Americans […]

Seven Resolutions to Get Your Nest Egg in Shape

Getting your retirement plan in order is a common New Year’s resolution.  Find out why it’s almost never too late to start in this Wall Street Journal article by Anne Tergesen. Read the full article on Wall Street Journal

CFPs Add Value, Are More Productive: Study

A recent study from Aite Group says that financial advisors with the CFP designation add value to their firms, are more productive, and provide a higher level of client satisfaction.  Click the link below to read more results from research. Read the full article on AdvisorOne.com.

Savings Fitness: A Guide to Your Financial Future

Succeed in setting financial and retirement goals. Check out “Savings Fitness: A Guide to Your Money and Your Financial Future” from the Certified Financial Planner Board of Standards Inc.  This article could help put your retirement high on the list of personal priorities. Read the full article on CFP Board.

How to Choose a Financial Planner

This Wall Street Journal article offers insights into how financial planners can advise clients on how best to save, invest, and grow their money. Read the full article on Wall Street Journal.

Your Personal Plan

Living your life with financial confidence begins with your goals and a trusted advisor.