
You’ve saved in your retirement accounts for decades. Retirement is now just around the corner. After you complete a rollover of your retirement accounts into an IRA, you will reverse the process and begin withdrawing money to live well in retirement. How much income can you safely withdraw during retirement? This quickly turns into the [...]

Choosing a financial Adviser (or choosing a financial advisor, financial planner, financial consultant, financial manager, wealth manager, money manager, investment advisor or investment adviser!) has become a confusing process. Meaningless titles, confusing credentials and similar sounding words have created a tangle of undergrowth that is hard to fight your way through as you seek professional [...]

There is no one protecting most of the money invested in mutual funds today. An unusually long bull market has erased the memory of the importance of protecting your nest egg and put the focus on investment strategies that only work in bull markets.