June 1st, 2016

What Are You Getting for the Fees You Are Paying?

How much do you pay for wealth management? About $1,000 a month or more? If your account is $1 million or larger, that may be the case. It has become the industry standard for wealth management firms to provide their services for an annual fee approximating 1% of the assets managed. What are you getting … Continue reading “What Are You Getting for the Fees You Are Paying?”

February 26th, 2016

‘Wake Up Call’ in Retirement Planning

The “File and Suspend” provision of Social Security is going to end come April, and you should take advantage of it while you still have the chance! It’s important to be proactive and have a plan established so that no matter what the government might institute, you have options and control of your financial future.