Tag Archives: liz davidson
The Best Places For A Working Retirement In 2013
A retirement lifestyle increasingly can include part-time work to supplement pensions, Social Security, 401(k)’s, and other resources, or just to stay mentally engaged. Here’s our list (arranged alphabetically) of the 25 best U.S. cities–actually, metropolitan areas or divisions–for a working [Read more...]
The Successful Retirement Plan Advisor, Pt. 1: 3 Traits They Share
This past year, I’ve had the pleasure of working with quite a few top advisors in the country, independent wealth management and retirement plan advisory firms, most of whom manage billions of dollars in assets…
Financial Fraud Is Growing, Post Madoff
Financial fraud is on the rise. You’d think with the increased awareness due to publicity around Bernie Madoff’s $65 billion dollar Ponzi scheme that incidents of financial fraud would have gone down, but instead it has been quite the opposite…
Five Things You May Not Know About Social Security, But Should
In my fifty years on the planet, I can’t recall ever hearing of an income producing strategy that did not involve at least some kind of market risk or require some kind of capital upfront in order to get a [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...]
Employees Becoming More Self-Reliant in Retirement Planning
Employees continued to focus on retirement planning in the third quarter, a report released Friday by Financial Finesse found. Over one-third of calls to the financial education firm’s hotline were related to retirement planning, up from 25% in the second [Read more...]
Employees More Aware of Financial Future Responsibility
A 2011 Q3 survey by Financial Finesse finds U.S. employees are more aware their financial futures are in their own hands, with less help from government and employer-sponsored benefits.
3 Things Advisors Can Learn From Steve Jobs
After news of Steve Jobs’ death earlier this month we started talking at Financial Finesse about the impact he’s had on us individually and on our society. It was a brief moment of realization that the influence he had made [Read more...]
How to Know If You’re On Track for Retirement
If you don’t know, then you’re not. That is one of the chief conclusions of a new retirement preparedness study, which asked employees of all ages if they are on track to retire with the recommended 70% to 80% of pre-retirement [Read more...]
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