Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation.
The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor’s business is well-documented. Still, a new survey brings it (yet again) into stark relief. It might make the advisor sound smart while making the client anxious and overwhelmed, and some argue it’s intentional. If they keep it complicated, consumers think they need advisors to sort it all out.
If you find yourself indoors on a hot and humid afternoon, there are several little financial tasks that are worth completing. Here are five personal finance tasks that you should consider tackling in the heat of the summer.
To feel more confident in these, and other, financial choices, it's often recommended that you seek the advice of a financial advisor. A recent study by Fidelity Investments discovered that working with a financial advisor can add up to 4% higher investment returns. And a study by Vanguard estimated that the quantitative value of a financial advisor is about 3% on a net basis (4% minus 1% fee)
Do the pros and cons found in the 500-plus pages of legislative language add up to good news or bad news for your family's bottom line? …. Here's a look at key provisions of the new law that could affect everything from your family to your investments to your retirement planning…..
If you’re not an expert in money matters, hiring a financial adviser to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well, because they can be so specialized. Estate planning is completely different from picking the right investments, for example. Managing a portfolio is different from crafting a monthly budget.
Choosing to work with a financial planner is one of the biggest decisions many will face. The hard part is knowing what to look for in an advisor and firm.
Fee-only financial planners come with certain advantages and disadvantages that investors should consider.
