In a previous post, we discussed three distribution options available to pensioners. That is, how will you receive the money…
In the fiduciary model, the financial advisor is legally obligated to act in the client’s best interest. This legal obligation…
You may already be invested in private equity; large pension plans are very keen on private equity investments. If you…
Our opinion that fee-only financial planning is terrific is biased. So, you do not have to take our word for…
For shorter investment timelines, the safety of your money may be more important than the fact that the money keeps…
Question #3: "Are you healthy?" If not, then it becomes much more difficult to qualify for a long-term care insurance…
"You want to be confident that they will still be in business when, and if, you need to file a…
A stretch IRA is not a type of IRA account. Rather, a stretch IRA is a distribution strategy for the…
If you’re one of the few lucky Americans that has a pension, you may have a deliberation in front of…