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A new survey looked at retirees over more than 20 years and found half of them didn’t have the income they hoped. What happened and how can you avoid it?

Investment Fees pull away at your retirement nest egg. People are getting wise to it and are not happy about it. Is Wall Street starting to listen?

Wealthy people have a tax strategy before the November election. Should you do the same?

Suzi Orman says you’re crazy if you put your money in a 401(k). Have things changed so much that the 401(k) is no longer a good place to save for retirement?

The Chairman of the Fed sees it. Many money managers see it. Why is it that investors can’t see the risk in this market?

Social Security is funded primarily through payroll deductions. What has all the unemployment done to the future of the program?

The bad economic news keeps coming in, but the market keeps going up. How is this possible, and is it a warning sign?

Congress has made sweeping changes in the last 6 months about how you will treat your IRAs and 401(k)s. Is your plan keeping up?

If you are checking your retirement accounts regularly what does that say about you? Is there a way that you can ease some of that anxiety?

Warren Buffett says he’s sitting on billions in cash right now looking for a good place to invest, but can’t find one. What should that say to you?

It’s possible your shopping habits, recreational activities and work environment may be changed forever with Covid-19. One analyst says this will change Capitalism forever.

Having a financial plan means testing for all kinds of ups and downs in the economy. How has your plan fared so far?

Holding a stock because it pays a dividend has been an income strategy for years. But what happens if that company reduces or can no longer pay that dividend?

If what has happened over the last month has put doubt about whether you can retire, now is the time to talk about your financial plan.

You are sheltered at home, watching your retirement money take a huge hit. How do you get help and what do you do?

It may have taken you 5 years to recover your 2008 losses, can we reduce that after this current market drop?

Wall Street flipped a “Circuit Breaker” recently to stop dramatic losses. Do you have a “Circuit breaker” in your portfolio?

The Corona Virus, Super Tuesday, and a surprise cut by the Fed have the market swinging by over 1,000 points a day. If you are close to retirement, do you really want to be on this roller coaster?

Termites work unseen over time and when you discover them they usually have done a lot of damage. Is there something in your retirement plan doing the same thing?

We brought in an article this week that says a good financial advisor goes “Beyond the Basics.” What are the basics, and what should we expect beyond that?