Tag Archives: investing
5 Little Used 401(k) Features That Can Make You Wealthier
If you’re like the vast majority of Americans, you’re probably contributing to your employer’s retirement plan. But are you really taking full advantage of all it has to offer?
Forget the Fiscal Cliff. Here are the Real Threats to Your Portfolio.
While most of the country is worried about the possibility of falling over the fiscal cliff, the real long-term threats to your portfolios aren’t always as apparent. As my colleague points out so eloquently, some financial situations are like bounce [Read more...]
Why You Need to Talk to Employees About Their Retirement Security
Published on TLNT.com I recently spoke to an employee who had decided, at age 54, that it was time to start focusing on retirement. Her goal was to retire at age 65, and she was wondering if that would be [Read more...]
The Investment That Wall Street Doesn’t Want You to Know About
I was recently asked about where someone could earn a little interest on savings for a down payment on a home in a few years. If you’ve tried to put aside money for a short-term goal like this, I’m sure [Read more...]
How Herman Cain Could Be Derailing Your Clients
One of the most common questions that Financial Finesse has been getting from employees on our hotline lately has been “How will the 9-9-9 tax plan affect me?” We haven’t even elected a new president yet, but the idea of [Read more...]
Weekend Edition – Outstanding Portfolios are Like Championship Teams
You often hear about dynasties in sports and how hard it is these days for teams to put together a string of championships. Whether it’s losing players to free agency, nagging injuries, or a variety of reasons, repeating as champions [Read more...]
Investors Today Have Much to be Thankful For
By Nancy Anderson | Forbes – Thu, Nov 24, 2011 At first glance, it doesn’t seem that investors have much to be thankful for this Thanksgiving. Though we certainly aren’t celebrating a roaring bull market, there are some things investors take for [Read more...]
Should You Buy An Immediate Annuity?
When it comes to planning for retirement, we tend to spend a lot of time thinking about how to save and invest for retirement, but what about how we will eventually turn that nest egg into income?
Are Variable Annuities a Good Deal or a Ripoff?
We recently received a question on our website asking if variable annuities are a good deal. These can be quite controversial…
Triple Threats to Retirement
The way we approach retirement planning has changed forever. Pre-retirees today are faced with a new triple threat to retirement security and many will need to take drastic measures to revise their strategies. One can no longer assume what they [Read more...]
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