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How to Protect Yourself from Financial Scams
You may not think that financial abuse or fraud can happen to you, but don’t allow yourself to be overconfident. There are too many...
May 1, 20156 min read


HOW TO GET THE MOST OUT OF YOUR 401k RETIREMENT PLAN
It’s no secret that many Americans are worried about financial security in retirement. Recent surveys suggest that the majority of...
Apr 10, 20156 min read


Retirement Focus: It’s About Cash Flow
I was recently having an in-depth conversation with one of my clients, and he said perhaps one of the truest statements I’ve ever heard...
Feb 6, 20154 min read


Will You Have Retirement Regrets?
I can still remember the first time I heard a “Retirement Regrets” conversation. It was almost 4 years ago, and my wife and I were...
Dec 11, 20145 min read


The Higher Investment Fees You Might Be Paying
The issue of investment fees and expenses for investors today has become a hot topic in both the media and in the financial industry. I...
Oct 21, 20145 min read


7 Ideas to Consider before taking your Pension as a Lump Sum
Workers with substantial pension benefits are becoming the white whales of the retirement planning community. Since the dawn of defined...
Oct 15, 20146 min read


Will Emotions Derail Your Retirement Plan?
We live in a world that rewards speed. Athletes today need to be faster and more powerful. Service providers must deliver high-quality...
Oct 3, 20144 min read
Credit Spreads: High Quality Ideas Using Low Quality Bonds
On July 18, 2013, the City of Detroit filed for bankruptcy. This gives Detroit the dubious honor of being the largest US city ever to...
Jun 25, 20147 min read
Stock Market Review: June 2014
Market Review: June 2014 Written by: Steve Osterink, Jr. By the end of May, the US stock market hit another record high. Now that winter...
Jun 10, 20146 min read
How Should Investors Assess Risk to Improve Decisions?
Although stocks posted blockbuster returns in 2013, many investors opened their year-end statements and found much more modest returns. A...
May 27, 20148 min read
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