Archive for February, 2009
Minimum Account Size
Our commitment is that those who wish to invest prudently for retirement succeed in their endeavors. Not everyone who has this goal has enough money saved in order to take advantage of the products or services we offer. However, they can still avail themselves of our expertise.
Fee Only Planning Services
Get Objective, Unbiased Advice
The popular press touts Fee-Only planning as the best arrangement for obtaining financial planning. This arrangement supposedly insures objectivity and unbiased advice for the lowest possible price. In some instances, this is the best arrangement to make. If price is the only concern, then fee-only arrangements make sense for those with at least $750,000 in retirement funds.
Begin with a Prudent Process
Uniform Prudent Processes are Objective
The Uniform Prudent Investor Act (UPIA) defines a process for Prudent investing. Expert fiduciaries who follow the process correctly make the portfolio management prudent, without regard to subsequent results.
Looking Inside Annuity Contracts
The popular press paints them as one of the greatest scams of the century. Yet, the growth in popularity and inflows has increased over the last ten years. When an investor uses the annuity contract correctly, he can avail himself of services and safety unavailable elsewhere.
7 Mistakes in Lump Sum Planning
Longer Lives Lower the Value of Fixed Payments
Retirement planning is complicated. That’s because most people don’t want to sit on a porch staring into the sunlight on Golden Pond.
Today’s 65 year old has lots of life left and that may be the root of several of the problems that you’ll encounter if you want to plan retirement for yourself in the face of a lump sum option from your pension plan.
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