In this edition:
This time of year, it’s natural to look back at how your investments have performed and decide if it’s time to make any changes.
Here’s 3 questions to help you decide if a change is in order.
Why you should avoid Dave Ramsey’s investing advice
In this edition:
Santa’s elves took the week off. So here’s a replay of one of this year’s most popular topics – 3 reasons why you should avoid Dave Ramsey’s investment strategy!
The biggest problem with Retirement Income Advice
In this edition:
Let’s say you have a health problem and you visit two or three doctors. Chances are good you would receive a similar diagnosis and treatment from each doctor.
But let’s say you take your retirement goals to two or three financial advisers. New studies show that you’re unlikely to get the same, or even similar, recommendations about what investment products to buy or what strategy to pursue.
And this could make a big difference in your financial future.
Bad investment advice from the company that handles your retirement plan
In this edition:
Be very careful about taking investment advice from the broker or investment company that handles your retirement plan. They might be looking out for themselves more than looking out for you.
Here’s what happened to someone who took advantage of our 2nd opinion review service.
And what I always tell anyone looking for financial advice.