When teaching my Income in Retirement college classes, there is a section on preservation of capital embedded within the investment strategies portion. In my book, preservation from fraud and theft are even more important discussion topics because the methodologies to separate you from your money are many. And they are often aggressive. In my recent [...]
Most people think their advisors pick investments, but that's only a small part of the job. In reality, financial advising is problem solving.
Fuzzy financial math preys upon investors (and quite frankly, advisors) when it comes to retirement planning. Find out whether you're a victim.
A successful retirement takes well-developed goals, determination, and a trusted advisor. Do you have what it takes? Learn what generates success.