Fees to Watch Out For With Retirement Planning
Join Dave and Nick as they discuss an Aol Finance article titled Hidden Fees To Watch Out for in Retirement. As
Stress Testing Your Financial Plan
Dave and Nick offer tips on how to check that your financial plan is on track to provide the goals
The Rollover Decision
When you change jobs or retire, you have the option to roll your retirement plan into an individual retirement account.
How Much Money Do You Need to Retire?
Dave and Nick discuss current headlines and guidelines on how much the average American “needs” for retirement. Find out if
A Positive Way to Look at the Current Market
Join Nick and Dave as they discuss some positive things going on in the markets and what you can do
5 Things You Can Do During a Down Market
Join Nick and Dave as they talk about what investors can do during a down market, like the one we
What is a Market Bubble?
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in
Ask A Financial Advisor Anything – Part 3
Join Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are
Financial Documents an 18 Year Old Needs
Join us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special
Is the 60 – 40 Portfolio Dead?
Join Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is,