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The End of Retirement As We Know It?

For those of you who have ever considered an encore career, did you ever think your next job would be in retirement research? That’s what happened to Paul Irving. After thirty years as a corporate attorney and CEO Source
Posted On 06 Oct 2015

Its Time for Medicare Open Enrollment

You may be feeling the post summer blues, but don’t let the doldrums keep you from making money saving Medicare moves. Although it’s easier just to keep your current Medicare Part D prescription drug plan or your Medicare Advantage Source
Posted On 06 Oct 2015

How to Read About Investing

When it comes to our financial nest eggs, we all want to make the best decisions possible. Scouring information sources often seems like a good place to start if you know how to sift what you find. A common Source
Posted On 05 Oct 2015

Advisors Are :) With Tweets and Posts, Not Down With SnapChat

By Grace L. Williams The news that investment bank Goldman Sachs  is using the photo-sharing app SnapChat to recruit young employees should nudge any financial advisor still hesitant about using social media. And according to a new study from Putnam Investments, over 80% of the...
Posted On 05 Oct 2015

Help Clients Avoid Pitfalls of a Retirement Paradise

By Donald Jay Korn With millions of baby boomers in their 50s and 60s, financial planners are seeing a surge of clients retire. For many of these seniors, once they are no longer tied to a workplace, thoughts immediately turn to changing their place of residence. This may be a...
Posted On 05 Oct 2015

Two Stocks to Consider in an Industry Where Growth is Almost Certain

In this current downturn, growth has become a dirty word. Growth stocks in general have suffered enormously as fears have grown about slower expansion in emerging markets dragging down the developed world. The thing is, though, not all growth prospects are dependent upon economic...
Posted On 05 Oct 2015

Social Security Tip: Claiming Benefits After a Death

Am I eligible for my husband’s Social Security benefits if he dies after he starts to receive them? You’ll be eligible for a survivor benefit based on his earnings whether or not he has started to receive Social Security Source
Posted On 01 Oct 2015

3 Ways Managing Money Is Like a Mountain Marathon

By Robbie Schoonmaker Learn more about Robbie on NerdWallet’s Ask an Advisor In July, I had the opportunity to run the Beaverhead Endurance Run 55K , a 55-kilometer (34-mile) trail run along the mountain ridges of the Continental Divide near Salmon, Idaho. OK, “run” might be too...
Posted On 01 Oct 2015

Immunize Your Bond Portfolio Against Interest Rate Risk

By Mathew Dahlberg Learn more about Mathew on NerdWallet’s Ask an Advisor The Federal Reserve’s decision last week to leave its benchmark interest rate unchanged is a stark reminder that predicting interest rate movements is notoriously difficult — much like predicting stock...
Posted On 01 Oct 2015

Havent Turned 60 Yet? You Can Still Save $430,453 Before Retirement

By Barbara Friedberg If you’re not yet 60, there’s still time to save for retirement. But figuring out how much money you’ll actually need for your retirement is not simple. You have to take specific steps to set and achieve your retirement savings goal, and you need to factor in...
Posted On 01 Oct 2015