Library

Can You Still Count on Social Security Benefits?
Ben Carlson wrote this article, which explains some common misconceptions about the Social Security program and answers questions about if people can still count on receiving retirement benefits.
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8 Estate Planning Myths to Rethink
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.
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WILL YOU SPEND LESS IN RETIREMENT THAN YOU THINK?
If you, or your adviser, are using retirement software to determine your recommended spend rate in retirement, it is highly possible that the projections are inaccurate. So, will you spend less in retirement than you think?
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WHAT ARE THE DIFFERENCES BETWEEN A BROKER/DEALER AND A REGISTERED INVESTMENT ADVISOR?
Survey results indicate 76% of Americans do not know the difference between a broker/dealer and a Registered Investment Advisor. Do you know the difference between the two?
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ARE 401(K) LOANS A GOOD SOLUTION?
According to Bankrate.com, 19% of Americans tapped their retirement savings last year to cover the cost of an emergency. Most people need to borrow money at some point, but is borrowing from a 401(k) plan the best solution?
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A FEE-ONLY FINANCIAL PLANNER’S VIEW OF LIFE INSURANCE
As I’ve mentioned in previous posts, over 800,000 individuals in the U.S. refer to themselves as “financial advisors.” However, only approximately 7.5% of those are Certified Financial Planners, or CFPs.
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