Home  >  Financial Articles and Q&A  >  Articles

Answers and Articles from Top Financial Advisors

0 votes

How to Win at Investing

by Adam Clark Harding Level 6
Over the course of our lives, we make countless decisions about how to invest our time, money, energy, enthusiasm, etc., only to look back at some decisions favorably and others, well, not so much…. But how do we ever ...(more)
Comment   |  yesterday from Scottsdale, AZ
0 votes

Guide to 401(k) Plans

by Randy Brunson Level 14
The Department of Labor, through its Employee Benefits Security Administration, is charged with overseeing health, welfare and benefit plans offered by employers.  This includes 401(k) plans. 401(k) plans are fairly ...(more)
Comment   |  yesterday from Suwanee, GA
0 votes

What percentage of your working income should you replace to maintain your current standard of living in retirement?  

by Jeffrey Charles Lewis Level 10
  Conventional wisdom states that you should replace from 70 to 85% of your pre-retirement household income. However, most Americans are unable to do this. The truth is that it is an individual decision based on your ...(more)
Comment   |  yesterday
0 votes

Why Women Beat Out Men in Investing

by Jeffrey Charles Lewis Level 10
  According to a recent study by Sigfig, a portfolio platform, women are more likely to make money when investing than men. In this study, SigFig looked at 750,000 portfolios and analyzed the anonymized data by gender. ...(more)
Comment   |  yesterday
0 votes

Preparing for Retirement After a Divorce

by Jeffrey Charles Lewis Level 10
  Men and women nearing retirement who have gone through a divorce are less likely to feel financially prepared than married couples. Women are most likely to feel financially unprepared than men and this is for good ...(more)
Comment   |  yesterday
0 votes

How to Beat Taxes by Investing

by James Leland Hancock Level 10
It is tax time once again and no matter how much you hate taxes you should know about the tax advantages of IRA’s.  Contributions to IRA’s can help you in many different ways at tax time.  They can lower your taxable ...(more)
Comment   |  6 days ago
0 votes

Trump Seeks to Halt the DOL’s Fiduciary Rule: Why a Fiduciary Advisor is So Important for You

by Chris Schiffer Level 14
Many people are under the mistaken belief that their Financial Advisor is a Fiduciary; however, that might not be the case. The DOL Fiduciary Rule was passed last year with an effective date of April 2017. The rule ...(more)
Comment   |  Mar 11, 2017 from BASKING RIDGE, NJ
1 vote

What is the difference between a Recordkeeper and a Third Party Administrator (TPA)?

by Justin Ladden Level 11
There are many parties involved with the management of a company’s retirement plan.  Although we hear certain terms being used, many times we do not understand exactly who does what.  A common question I get is “what ...(more)
Comment   |  Mar 08, 2017 from Birmingham, AL
0 votes

The 3 “C’s” to Consider When Looking for a 401k Advisor

by Justin Ladden Level 11
The purpose of your retirement plan is to provide a benefit that helps employees prepare for their futures. A good plan also can make you a more attractive employer and gives people another reason to work for you. ...(more)
Comment   |  Mar 08, 2017 from Birmingham, AL
0 votes

Is Universal Basic Income welfare?

by Gary Ray Duell Level 18
The idea of a universal basic income has found growing support in Silicon Valley as robots threaten to radically change the nature of work. Ebay founder Pierre Omidyar is the latest tech bigwig to get behind the ...(more)
Comment   |  Mar 08, 2017
0 votes

Quotes and Investments

by Andrew Comstock, CFA Level 20
Quotes from famous, funny or brilliant people are widely referenced, sometimes overused to emphasize a point. There are certain quotes or phrases that can help guide us when we are making ordinary life or important ...(more)
Comment   |  Mar 07, 2017 from Leawood, KS
0 votes

e.g. Guide to Financial Planning

by Larry R Frank Sr Level 20
The mathematics of investing is a handy reference for those who want to calculate their own investment metrics such as yield and annual return. However, I must state … with important caveats. I would caution that ...(more)
Comment   |  Mar 01, 2017 from Roseville, CA
0 votes

Will Trump's Killing of the Environmental Protection Agency Create Jobs?

by Gary Ray Duell Level 18
To be perfectly frank, I really don't know if this is a myth or not.  But it's definitely the wrong question.  It's like asking, "If I kill my neighbor, will that create jobs?"  Yes.  It will help create jobs.  For ...(more)
Comment   |  Feb 22, 2017
0 votes

How to Become a Millionaire on a $30k Salary

by James Thomas Hancock Level 11
Becoming a Millionaire used to seem like this totally unrealistic goal that would never happen unless I won the lottery or inherited a bunch of money from some distant relative.   As it turns out becoming a millionaire ...(more)
Comment   |  Feb 21, 2017
0 votes

The cost of indexing – and an approach how to reduce those costs

by Larry R Frank Sr Level 20
  There is a cost to indexing that most investors are unaware of. It is called “reconstitution.” What is reconstitution and how may the costs involved be solved? What is an index? An index tracks changes in the ...(more)
Comment   |  Feb 15, 2017 from Roseville, CA
0 votes

Managing Your Medical Practice's 401k

by Rene Louis Bruer Level 6
This article was published in the Florida Medical Association's January 2017 Newsletter. Medical practices should be keenly aware of what their responsibilities and requirements are when they sponsor a 401k.  Visit ...(more)
Comment   |  7 days ago
0 votes

Begun, This Credit Crunch Has (Probably)

by Hoy Carter Grimm Level 15
1983. Return of the Jedi hit theaters and President Reagan was proposing his own Star Wars Defense System.   While Trump is forming a new "Rebel Alliance" in Washington (yes, my son and I have tickets to the new ...(more)
Comment   |  Feb 08, 2017 from Maryville, TN
0 votes

Home Equity Line of Credit as a Financial Planning Tool

by Andrew Comstock, CFA Level 20
Home equity line of credits or HELOCs (pronounce he – locks) are usually thought of as a tool to pay for a kitchen remodel or to update a bathroom. Outside of the this use, they can be an important component of your ...(more)
Comment   |  Feb 02, 2017 from Leawood, KS
0 votes

THE TWO MOST IMPORTANT FINANCIAL TOOLS FOR 2017

by Gary Ray Duell Level 18
Think about common risks in your life and the tactics you use to minimize or avoid them.   If you're trying to lose weight then you burn more calories (read: Exercise) and consume fewer or at least better calories ...(more)
Comment   |  Feb 01, 2017
0 votes

Is Holistic Planning Fun?

by Gary Ray Duell Level 18
The title of this post is a possibility, that holistic financial planning can be fun!  But in my experience that is almost, without exception, a myth.  Because holistic planning involves frank discussions of the ...(more)
Comment   |  Feb 01, 2017
  • posts per page
  • 20