Financial Wellness and What Your Financial Advisor Isn’t Telling You
Manisha Thakor and Financial Finesse CEO Liz Davidson explore what it means to achieve financial wellness.
Of Fiduciaries and Conflicted Advice: A Guide to Terminology
“Best interest” and “suitability” standards, “conflicted advice,” brokers, advisers, planners. These are all terms that have meanings—some quite specific and some fairly loose. A suitable investment isn’t necessarily in your best interest. An adviser may be nothing more than a salesman.
What’s the best age to retire?
Retirement columnist BOSTON (MarketWatch)—If you’re going to do it—retire, that is—you might as well do it at the right age. And doing it at the right age, according to the authors of a soon-to-be published paper, involves a bit of homework Retiring at the optimal age should not be left to chance, according to Kenn Tacchino, a professor of taxation and financial planning at Widener University, and Patricia Tacchino, co-authors of a soon-to-be-published paper in Benefits Quarterly Rather, choosing a retirement age needs to be a rational decision that accounts for a variety of confusing and competing consideration, the Tacchinos wrote. And to reach a rational decision, the authors say, would-be retirees would benefit from…
Is the Middle Class Listening to the Wrong Investment Advice?
Investment Advice for the Middle Class If you are like most middle class investors, it may seem as if there are a million things that separate you from millionaires. In reality, the way the middle class and the wealthy handle investments can be quite similar; investment advice can be founded on the same principles – and the same misperceptio...
The happiest retirees have learned this lesson
It's all the rage now. You're supposed to find, follow ...