Month: June 2012
Jun 25, 2012
Watch this video on YouTube One of the biggest adjustments for many people when they retire is making the switch from saving to spending. For years and years, they’ve been putting money away for the future. It’s hard to accept that it’s time to start...
Jun 23, 2012
It’s fairly rare one celebrates a Diamond Anniversary. This year I know of two, the Queen of England and my parents! The Queen assumed the throne of England in same year my parents were married in Columbia, Missouri. Just months afterward my father was sent to...
Jun 19, 2012
Surprisingly, it seems that many advisors and their clients don’t discuss giving as part of an overall financial plan. This was the finding of two new studies by Fidelity Charitable as reported in a June 13 RIABiz article by Lisa Shidler. The surveys, one of...
Jun 18, 2012
Watch this video on YouTube June is traditionally filled with graduations and weddings, rituals that mark two of our most important life transitions. Whether you are a graduate walking across the stage or a newlywed walking down the aisle, you’re focusing on...
Jun 11, 2012
Watch this video on YouTube Want to add $500,000 or more to your retirement nest egg? Pay attention to the fees that mutual funds charge you for investing your money. Few small investors understand that the same mutual fund can charge a wide range of fees, depending...
