This blog will explain why some people choose to retire early and the pros and cons of that decision.

This blog will share helpful, humorous, and insightful quotes about retirement.

Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.

A fallacy that has been spread by the financial services industry for many decades is the idea that collecting a 1% AUM (Assets Under Management) fee provides incentive to achieve high performance (aka “If I win, you win” or “If I lose, you lose”). This concept allows advisors to charge a fee that, once over a certain AUM threshold, can be rather egregious and continue to provide enormous profit margins.

With a bit of time to prepare, you can enter the second half of the year feeling financially confident and on track to meet your goals.

A look at some Social Security basics everyone should have in mind as they approach retirement age.