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Monthly Archives: March 2019

Featured Money

CNBC-Women are more likely to leave financial planning to their spouses. Here’s why that’s a problem

By National News
March 29, 2019
New research finds that women tend to leave crucial money moves up to their spouses or significant others, which sets them back financially. ...
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Featured Money News

Choosing a Financial Adviser: The Fiduciary Dimension

By National News
March 22, 2019
Many people find financial advisers by asking for recommendations from friends or co-workers. While this is a good starting point, it’s important to ...
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Featured Lifestyle News Retirement

6 Downsides of Downsizing for Retirement

By National News
March 15, 2019
You will likely save a little on housing costs by downsizing. Our tax bills and our heating bills are lower. When we disposed of our ...
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Featured Income Retirement

7 signs you might not have enough money to retire

By National News
March 8, 2019
There are a few questions you should ask yourself before deciding whether you’re ready to retire. One of those has to do with how much money ...
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Annuities Featured

It’s not a stock … it’s not a bond

By National News
March 1, 2019
Fixed indexed annuities are an insured asset class unto themselves The market and investors always follow external events, and at this point in ...
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