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Why DIY investors still might want a financial adviser

By National News
August 16, 2019
You’re comfortable investing your money, managing your household budget, and planning for retirement. When questions arise (Lease or buy a car? Refinance my home mortgage? Do I need long-term care ...
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Featured Money Retirement

What Happens to Your Retirement Plan Now That the Fed Lowered Interest Rates?

By National News
August 9, 2019
At the end of July, the Fed lowered its key interest rate by 0.25% to just below 2.25% — the first time it has cut rates since 2008. ...
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Featured Money Retirement

The best way to save for retirement may include this underused plan

By National News
August 2, 2019
Most people understand the virtues of a 401(k) when it comes to saving for retirement. Still, few know that there’s another employer-sponsored plan that could work just as ...
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Annuities Featured Retirement Taxes

How to Lower Your Retirement Tax Rate to Less Than 10%

By National News
July 26, 2019
By JERRY GOLDEN, INVESTMENT ADVISER REPRESENTATIVE, President  |Golden Retirement Advisors Inc. July 17, 2019 CONTACT ME Managing your income by using the right mix of investments and annuities in retirement ...
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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. This tendency is especially prevalent ...
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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 understand an adviser’s service model, ...
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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 time we’re experiencing a roster ...
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Featured Income Money News

Home Personal Finance Spending & Saving Americans’ financial optimism hits 16-year high — despite reasons to feel otherwise

By National News
February 12, 2019
Whatever we actually feel, there are plenty of reasons to be optimistic: The unemployment rate is hovering around 4%, tappable home equity hit a record high recently, and ...
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Featured Money Retirement

An author who studied more than 10,000 millionaires says those planning to retire early often overlook a crucial step

By National News
February 1, 2019
If you think you’re on track to retire early as a millionaire, make sure you don’t make the same mistake as some aspiring early retirees. “One thing that often gets ...
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Featured Money Retirement

7 investing mistakes keeping you from building wealth

By National News
December 13, 2018
In the world of investing, there are no sure bets. With risks everywhere, investing can be a tricky business — if you’re not careful enough, it’s easy to ...
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