Are You Spooked By Your Current Retirement Savings? Time To Get Your Retirement Planning On Track! As Halloween is approaching, you may be realizing that your retirement savings (or lack thereof) happens to be the thing that scares you most. Many people who fail to regularly invest in their 401K or IRA accounts often find themselvesRead more
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As cost for education continues to rise and student debt becomes an increasingly prevalent issue, it can be difficult to make retirement planning a priority for college students. But even if the golden years may seem eons away for your college-aged child, retirement planning should always be top of mind. If your student earns anyRead more
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With the fun and relaxation that summer brings, you may have let your finances go to the wayside. Now that the dog days of summer are winding down, it may be in your best interest to revisit your long-term financial plan and make adjustments as necessary. The fall season presents the ideal time to touchRead more
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Most people use the summer months as a time to relax and rejuvenate – often with the intention to forget about any financial burdens or stress from the year. However, in the midst of sunbathing, summer can be the ideal time to organize your finances and make sure you have a clear picture of yourRead more
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Many would agree that we live in a world of uncertainty – but why neglect critical financial choices that are in your full control? Creating an estate plan is one of the most important steps you can take to ensure that your property and possessions are distributed according to your wishes. In the process, you’llRead more
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The seasons may be changing, but have your retirement investments remained stagnant? Many people believe that by simply having retirement investments, they’ve already set themselves up for long-term success. Unfortunately, this is not the case. Successful retirement planning requires close attention to your financial growth and progress. If you don’t take the time to regularlyRead more
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On April 6, 2016, the Department of Labor (DOL) issued new “conflict of interest” rules regarding financial advice as it relates to retirement plans and IRAs. The new DOL rules generally hold financial professionals to a fiduciary standard if they receive compensation for providing investment advice to retirement plan participants or IRA owners, which meansRead more
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This cutting edge approach shows you how to figure your return on your investment (ROI) in your personal 401K, IRA, other investment accounts, and everything like these. The method is below the doggie in the window pic. Best of all, you don’t need to know about fees charged or anything. Just know how much you depositedRead more
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By: Dr. James D. Smith PhD/MBA Financial Advisor (716) 221-0211 I welcome those who are receiving this long standing mailing regarding investing in the business of life for the first time. Its goal is to provide actionable sense-making observations that add value to your perspective. Today’s topic notes that powerful and sustained returns are delivered by companies thatRead more
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