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What Does Being a Fiduciary Really Mean?

What Does Being a Fiduciary Really Mean?

Thirty-eight years ago this fall, on a parade deck in Quantico,…
August 17, 2018/by Secure Money Advisors
The Retirement Planning Challenges In Age-Gap Relationships

The Retirement Planning Challenges In Age-Gap Relationships

Bogie and Bacall, Michael Douglas and Catherine Zeta-Jones,…
August 17, 2018/by Secure Money Advisors
12 Safe Haven Income Funds: Municipals To Preferreds

12 Safe Haven Income Funds: Municipals To Preferreds

Stock market volatility has led many investors to consider…
August 16, 2018/by Secure Money Advisors
9 Reasons Why You Should Consider a Living Trust

9 Reasons Why You Should Consider a Living Trust

Clients often think trusts can do everything – as if they…
August 16, 2018/by Secure Money Advisors
Want to Retire Early? Try These Seven Financial Strategies

Want to Retire Early? Try These Seven Financial Strategies

You've probably heard stories or read articles about people…
August 16, 2018/by Secure Money Advisors
4 Small-Cap REITs Poised To Profit

4 Small-Cap REITs Poised To Profit

You know the old maxim, “Good things come in small packages?”…
August 15, 2018/by Secure Money Advisors
2 Bad IRA Pitfalls You Can Avoid

2 Bad IRA Pitfalls You Can Avoid

People now depend on individual retirement accounts for income…
August 14, 2018/by Secure Money Advisors
What Financial Planners Say You Need to Do to Retire in 2018

What Experts Say You Need to Do to Retire in 2018

Financial advisors across the country resoundingly feel that…
August 14, 2018/by Secure Money Advisors
Six Ways to Prepare for Medical Expenses During Retirement

Six Ways to Prepare for Medical Expenses During Retirement

We all know that you need to save up a lot of money to retire…
August 13, 2018/by Secure Money Advisors
Reverse Mortgage - Should You Use Your Home Equity to Get More Retirement Income?

Reverse Mortgage – Should You Use Your Home Equity to Get More Retirement Income?

Many Boomers today are facing an unpleasant future. Their golden…
August 13, 2018/by Secure Money Advisors
5 Muni Bond Funds to Buy Now and Hold Forever

5 Muni Bond Funds to Buy Now and Hold Forever

If you’re looking for tax-free yields, municipal (“muni”)…
August 11, 2018/by Secure Money Advisors
One Basket, All Eggs. Risky!

One Basket, All Eggs. Risky!

Achieving a high income and net worth is half the battle in…
August 10, 2018/by Secure Money Advisors
5 Easy Strategies To Manage Your Investments

5 Easy Strategies To Manage Your Investments

If you’re lucky, by the time you’re in your 50s or 60s,…
August 10, 2018/by Secure Money Advisors
Ask Larry: ​​​​​​Will My Earnings This Year Increase My Retirement Benefits?

Ask Larry: ​​​​​​Will My Earnings This Year Increase My Retirement Benefits?

Social Security may be one of your largest assets. What and…
August 10, 2018/by Secure Money Advisors
Legacy Planning: Developing The Rising Generation

Legacy Planning: Developing The Rising Generation

One of the many challenges high net worth families face during…
August 9, 2018/by Secure Money Advisors
How to Outsmart Your Own Brain and Cognitive Biases for a Better Retirement

How to Outsmart Your Own Brain and Cognitive Biases for a Better Retirement

Your brain is not necessarily set up in a way that…
August 8, 2018/by Secure Money Advisors
A Conversation With America's Best 401(k) CEO Tom Zgainer

A Conversation With America’s Best 401(k) CEO Tom Zgainer And Board Member Carter Reum

A 2011 AARP study of 401(k) plan participants revealed that…
August 8, 2018/by Secure Money Advisors
2 Dividend Heroes That You Should Buy Today

2 Dividend Heroes That You Should Buy Today (Including This FTSE 100 Star)

In this article, we will take a look at two brilliant income…
August 8, 2018/by Secure Money Advisors
What is Micro Estate Planning and Do You Need It?

What is Micro Estate Planning and Do You Need It?

As a dedicated Forbes reader, you are probably already familiar…
August 8, 2018/by Secure Money Advisors
How Large Of A 401(k) Balance Do You Really Need?

How Large Of A 401(k) Balance Do You Really Need?

Recently, I read an article that questioned how some people…
August 8, 2018/by Secure Money Advisors
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