Education
The Fiduciary Parent: How to Best Protect Your Child From the Day When the Promise of Social Security Finally Fails
Why rely on the vagaries of Washington politics when it comes to their future retirement when you can teach them to control their own destiny?
How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement
Perhaps the usual focus on the fairy tale version of retirement has led to the problem of post-retirement disappointment. To counter this, pre-retirees are vowing to avoid the mistakes of their older brothers and sisters.
3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken
One way to overcome this lack of purpose is to treat retirement itself as a mission… purpose all comes down to two words: “Get Involved.”
New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?
The financial news media and the investment industry constantly bombards employees with reminders to save for environment. It’s probably the most recognized financial goal people have. Could it be, then, that society has built up such an aura around retirement that the anticipation exceeds the actual event?
7 Steps to Teach Your Child Good Financial Habits
The real prize, though, comes courtesy of following Ben Franklin’s advice. Once you convince them to save and they see the perpetual motion machine known as “compounding,” your job is done.
Depending on Your Age, This Will Protect You from a Social Security FAIL
No one need place themselves in a “Blanche DuBois Scenario.” Each has the ability, no matter their station in life, to seize control over their own destiny. This applies to retirement as much as anything else. This article offers five specific ideas each to three typical age groups trying to protect themselves against the potential loss of Social Security benefits.
What Can Business Owners Do Before the Deadline to Save More for Retirement?
If you own a business, waiting until the last minute to reduce taxes limits your options. You still have some, though. Here they are.
How Financial Pros Teach Their Own Kids About Money
Think about it. Newborn babies keep their parents up all night. Knowing your adult child has a sizeable nest egg means being able to sleep soundly. And chances are you’ll spend your waking hours with less stress, too. Teaching your children to save early for retirement can achieve this healthy (and wealthy) goal. There’s no reason why financial professionals should be the only parents who know this little secret.
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.