Browsing: Retirement Planning

Can you afford not to have a good financial advisor?

Investor Protection Rule Gets Trumped

Less than two weeks after taking office, President Trump directed the Department of Labor to review implementation of a new rule to protect investors.  The DoL’s fiduciary rule, first proposed in 2010, would require brokers, insurance agents, financial planners and others that give financial advice on retirement plans to put their client’s interests first. Wall… read more

Is Your Retirement Plan on Track?

The New Year is a great time to review your retirement plan, review your prior year progress, and determine any changes or goals for the upcoming year.  Update Your Assumptions As you look ahead to the future, your retirement plan should reflect today’s low interest rates and relatively expensive stock prices.  The ten-year US Treasury… read more

Retirement Income Investing Upended

Today’s very low bond yields have changed the investment landscape enough that traditional retirement income investing strategies need to be reconsidered. Retirees are generally concerned with drawing a steady income in retirement and bonds have traditionally been a good income producing investment but they just don’t yield enough today. Over the past 50 years the… read more