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Insights

Who's got your back?

Posted by Phil Andrews on Jun 24, 2016 11:11:59 AM

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When someone gives you advice about retirement money, who exactly are they working for?

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Topics: department of labor, DoL, fiduciary, fiduciary advisor, fiduciary rule, financial advice, financial advisor, Near or in Retirement, retirement investing, Saving for Retirement, All

Cutting the cable: financial advice in the digital age

Posted by Phil Andrews on Oct 15, 2015 6:27:55 PM

CuttingTheCable.jpgLast time in this space we compared the complexities of IRA and 401(k) fees to the perennial mystery of your cable bill. While we think most people pay too much for what they’re getting (both on their screens and in their retirement accounts), there’s one area where paying an extra fee is well worth the money you spend. Naturally, that would be investment advice.

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Topics: asset-based fee, basis points, Featured, fees, financial advice, financial planning, flat fee, investment, investment fee, IRA, save money, Saving for Retirement

The secret mysteries of retirement investing and television

Posted by Phil Andrews on Oct 8, 2015 6:15:31 PM

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Why is retirement investing like managing your TV provider? It’s not because it’s so hard to find something you like among a zillion options. Well, actually that’s true too. But what we want to talk about is that massive, detailed monthly bill.

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Topics: 401(k), Featured, fees, financial advice, investment fees, IRA, pricing, retirement planning, robo-advisor, Saving for Retirement, All

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