Senior Finance and Investment News, Trends and Tips

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Most Reputable Financial Advisors for Seniors

The most reputable financial advisors for seniors are the ones who are not only knowledgeable and...

What You Need to Know About Financial Statements

In honor of National Financial Awareness Day on August 14, we are taking a closer look at what investors need to know about reading their financial statement...

How to Handle Termination of Employment

Termination of employment is scary. The unknown of when your next paycheck will come and if you will be able to keep on your bills are the kinds of concerns ...

Is a Certified Financial Planner a Fiduciary?

Many people are confused about the credentials and training required for fiduciaries and other financial professionals. Understanding the important differenc...

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Expert Series: Tips for a Financial Spring Cleaning

Interview with Andy Smith, Senior VP of Financial Planning at Financial Engines and host of call-in radio program, “Financial Engines’ Investing Sense”, airi...

Investing: 401(k)s vs Annuities vs Mutual Funds

When it comes to saving for retirement, there are a plethora of options available. Three of the most prominent options are 401ks, annuities, and mutual funds...

Top Business Selling Tips

If you are a business owner who is thinking about retirement, read this interview with financial expert Christian Schiller, Managing Director at Cascadia Cap...

Top 'Money-Wasters' Keeping You From Saving for Retirement

Saving for retirement may seem out of reach when as many as 40 percent to 75 percent of Americans say they are living paycheck to paycheck or that they would...

How Your Retirement Affects Your Kids' Retirement

A recent survey sponsored by The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA) found a clear link between how...

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