Archive - March 23, 2018

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Getting Real About Retirement – Will You Have Enough Money to Remain Comfortable?
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8 Broker-Dealers You Should Avoid

Getting Real About Retirement – Will You Have Enough Money to Remain Comfortable?

By Eve Kaplan, Certified Financial Planner ™

Let’s get real about retirement. Will you have enough to remain comfortable in retirement for 30 years or more?  Studies show this is a recurring fear many Americans feel. As a Fee-Only financial advisor, my number one priority is to confront this fear and help my clients retain enough money to have a comfortable and financially independent retirement.

In past articles, I’ve gone through a number of investment strategies to boost retirement readiness. This time I’ll address some planning do’s and don’ts for pre-retirees and retirees:

  1. Don’t get caught short – retain an
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8 Broker-Dealers You Should Avoid

The CFP Board is revising the Standards by which it expects those holding the CFP® mark to abide. It has new proposals which hold the expectation of those using the CFP® mark to act as fiduciaries in every sense of the word. They expect those with the CFP® mark to not mislead consumer about how they are compensated or what conflicts of interest that might entail.

Now I read in an InvestmentNews article that “Eight major brokerage firms are calling on the Certified Financial Planner Board of Standards Inc. to halt its effort to raise the investment-advice requirement attached …

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