January 3, 2014

The following article was first purchased at US News and World Report on 1/2/2014. 

 

By Robert Schmansky, CFP®

 

Funds and returns earned by fund investors tend to suffer after peak performance. Around this time every year, Morningstar releases its selection for the top m...

December 28, 2013

According to a 2013 study of employee retirement savings, healthcare concerns are driving many to cut retirement contributions, while seeking ways to save more for future healthcare costs. Mercer’s Workplace Study finds pre-retirees may cut back on retirement contribut...

December 3, 2013

One of the most important aspects of retirement planning that often goes ignored is the structure of investment accounts. Investors are often so focused on saving and maintaining account balances that tax opportunities for changing the nature of the accounts they hold...

November 15, 2013

The following article was first purchased at US News and World Report on 11/14/2013. 

 

By Robert Schmansky, CFP®

 

According to the 2009 Social Security period life table, approximately 19 percent of the populati...

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