Three Financial Planners worth considering for your Retirement Planning

We Baby Boomer need a list of Financial Planners who genuinely want to help us protect our Nest Egg in retirement, avoid large losses and make it last as long as we do. In my research on how to protect my nest egg in retirement I have come across three so far that I believe […]

Read the rest »

Baby Boomers – Study says No Value in hiring a Financial Planner

Employing a Financial Planner to manage your Mutual Funds can result in poorer investment returns than if you had chosen the Mutual Funds yourself a recent study shows. This came from a detailed study written in October 2007, “Assessing the Costs and Benefits of Brokers in the Mutual Fund Industry” and written by Daniel Bergstresser […]

Read the rest »

10 Questions Baby Boomers should ask their Financial Advisors Now!

If you are a Baby Boomer AND in or near retirement your Financial Advisor should be advising you on how to protect your Nest Egg in Retirement. If they are not actively working with you to control your Nest Egg you could be in serious trouble. With the financial markets in turmoil and the stock […]

Read the rest »