hidden fees

Hidden Fees That Eat Your Retirement Alive

You hear a lot about the unfortunately high cost of 401(k) plans, and they are a walking disaster. But even ordinary savers and investors can fall victim to hidden fees in their retirement plans. … Read more

Posted on May 28, 2014 by
hiring an advisor

Hiring An Advisor: 4 Due Diligence Steps

The money world is full of people giving advice, most of it worth exactly what you pay for it: zero. The Internet, cable TV and money magazines are jammed with … Read more

Posted on April 23, 2014 by
investment companies

Picking Among Investment Companies: A Primer

If you save money for retirement primarily through a workplace 401k, your choice of investment companies is likely limited. However, if you put money into a separate Roth IRA account … Read more

Posted on November 4, 2013 by
broker complaints

Broker Complaints…You’d Never Know It

You’d think it would be easy to find broker complaints when an advisor or broker has left a string of unhappy customers behind. Not so much, it turns out. A … Read more

Posted on October 21, 2013 by
investment companies

Choosing Among Investment Companies

Most retirement investors don’t have to choose among investment companies. They join a 401k plan at work and the advisor for that plan is set. Often, they can’t even choose the investments, … Read more

Posted on September 2, 2013 by
investment advisor

How To Hire An Investment Advisor

If you manage to save up enough money to worry about it — and I hope you have this problem — you eventually wonder if you need to hire an investment … Read more

Posted on August 30, 2013 by
what is investment management

What Is Investment Management? A Primer

Once you begin to save up a little money, the next step is to figure out how to invest it. There’s a strong case to be made for investing in … Read more

Posted on July 5, 2013 by
financial planning

Five Signs You Really Need Financial Planning

Financial planning is one of those tremendously off-putting topics, at least for some. If you don’t already find budgeting and investing interesting, it sounds like drudge work. Yet you should … Read more

Posted on July 3, 2013 by
managed IRA

Is a Managed IRA Right for You?

The financial press has picked up on the idea of managed IRA accounts, and with good reason: Retirement savers have paid far too much for too long and often buy the wrong … Read more

Posted on June 7, 2013 by
financial adviser

Find a Financial Adviser Using One Benchmark

Getting competent help can be hard. Hiring a babysitter, vetting a lawn service, figuring out which plumber is going to fix your leaky pipes for a reasonable fee. Same for … Read more

Posted on April 1, 2013 by