Tag Archives: liz davidson
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...]
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 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…
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 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...]
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.
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...]