When it comes to complex subjects like investing and financial planning, most would benefit from the advice of an experienced professional. Finding the right one, however, is no easy task.
Category: From Mike Francis
Improve your Retirement Readiness
A lifted U.S. stocks and a boost to the typical 401(k) account, don’t count on riding this bull market to financial security in retirement.
Use HSA to Supplement 401(k) Savings
With life expectancy stretching into the 90s for many, funding a health savings account to supplement your other retirement savings makes a lot of sense.
New fiduciary rule calls for higher standard of care
Recently, the U.S. Department of Labor announced the most sweeping regulatory reform to the financial services industry in over 40 years.
Remedies for Market Volatility
If you’ve paid close attention to the stock market over the last three years, you may be tempted to doubt one of the most trusted rules of long-term investors: Diversify.
Remembering the Virtues of 401(k) Savings
This year, checking your 401(k) account balance has evoked feelings similar to finding a lump of coal in your stocking. If this feeling strikes you as all too familiar, it’s not your imagination.
