The Great American Rip-Off

The idea of a 401(k) created by Congress was and is a beautiful idea.  What is not attractive about them is the method in which they are managed.  Managed by Wall Street.  In congress’s favor, the idea was brilliant; they merely forgot one small detail.  Where there are over a trillion dollars, there will be [...]

By |2020-04-15T23:49:32+00:00October 27th, 2017|401(k) Rollovers, Retirement Planning|

Don’t Let Extreme Fees Ruin Your Retirement

Don't let fees and expenses erode your retirement account Last week I met with a couple (I’ll call Bill and Mary) planning to retire in two years. Over their working careers, they had built up a nest egg of about $400,000. They are carefully taking steps to change their portfolio from an accumulation strategy to [...]

By |2020-04-14T18:21:26+00:00May 27th, 2017|Annuities, Financial Planning|