Getting ready to buy your first home? This is an exciting time, but it can also be an overwhelming one. Even though taking out a mortgage on a home is something that you probably...
5 Tips To Survive Stock Market Volatility In Retirement
The first two weeks of 2016 have served as a ...
How to Grow Your Savings Every Day This Week
Quick ways to reboost your savings this week — LearnVest Tax tips for freelancers — Lifehacker 8 reasons you need to start buying local
Prepare Your Clients to Retire Early With This Checklist
As a general rule, early retirement only makes sense for individuals who have enough saved to cover 70 to 80 percent of their pre-retirement income. For clients who insist, here are a few key areas to cover.
Mortgage Rates, Mortgage News and Strategy : The Mortgage Reports
Homebuying tips: How to choose your next neighborhood. New and old school search methods to check out your next location.
How to Teach My Children About Finances
Allgen Financial Advisors Jason & Paul discuss the work-for-pay system & investment in part 1 of this Money Minute series focusing on teaching children about finances.
How To Attract Wealthy Women Clients
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U.S. court upholds Obama-era retirement advice rule
A U.S. federal judge on Wednesday upheld an Obama-era rule designed to avoid conflicts of interests when brokers give retirement advice, in a possible setback for President Donald...
10 Things You Must Know About Social Security
For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical to funding your retirement dreams.
How Lower Fees Could Put Independents on Top
Asset management fees are coming down as lower-cost passive investments take center stage and calls for radical transparency in fee disclosure get louder This means change is coming to the wealth management arena as well, say industry experts How this plays out for individual advisors will depend on their technology platforms and, according to Shirl Penney, CEO of Dynasty Financial Partners , on their ability to articulate value and offer distinct services under clear pricing policies. New York-based Dynasty provides a la carte infrastructure support and related services to about 40 RIAs. For Penney, the fact of “fee pressure and the fear of margin compression” among wealth managers is “undeniable” as “the rate of innovation” in…