Do Women Face Greater Retirement Challenges Than Men?

If so, how can they plan to meet those challenges? 

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What Are You Getting for the Advisor Fees You Are Paying?

As you invest, are you receiving the service and resources you deserve? How much do you pay for wealth management?

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How Gen Xers Can Get Their Retirement Saving Back on Track

Steps that may help to address a savings shortfall.  Were you born within the years 1965-1980? That makes you a member of Generation X, and it means you are…

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Fall Financial Reminders 2015

Here are some important things to note as the year 2015 comes to a close. As every calendar year ends, the window slowly closes on some notable financial deadlines and opportunities. Here are several to keep in mind before 2016 arrives.

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Weekly Economic Update for October 19th

Jeff Biro Presents: WEEKLY ECONOMIC UPDATE WEEKLY QUOTE“When you make a mistake, there are only three things you should ever do about it: admit it, learn from it, and don’t repeat it.”– Paul “Bear” Bryant WEEKLY TIPA distribution from your workplace retirement plan before age 59½ is usually a bad idea. In most instances, it comes […]

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Life Insurance with Long Term Care Riders

As conventional LTC policies grow costlier, alternatives have emerged The price of long term care insurance is really going up. If you are a baby boomer and you have kept your eye on it for a few years, chances are you have noticed much costlier premiums for LTC coverage today compared to several years ago. […]

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Why Life Insurance Matters

Besides the death benefit, it may also help you financially during your life. As a recent Bankrate.com article noted, 43% of Americans have no life insurance. Some view it as optional; some have simply procrastinated when it comes to buying a policy…

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Riding Out This Volatile Market

A major global selloff unfolds. Is a bottom near? When will the stock market stabilize? As the last trading week of August began, worried investors wondered just that. Gains for the major indices were hard to imagine at Monday’s opening bell, but few imagined the Dow Jones Industrial Average would drop 1,089 points as trading […]

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Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors are prone to their influence. Investors are routinely warned about allowing their emotions to influence their decisions.  They are less routinely cautioned about letting their preconceptions and biases color their financial choices.

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What Does the Devalued Yuan Mean for the U.S.?

A look at China’s unexpected move & its potential impact. China has surprised global investors by weakening the yuan almost 5%. Its central bank may even weaken it further.1,5

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