Tips to Lower 401(k) Fees

FOX – WOFL Your peer is making the same amount of money as you. They save the same amount as well. They’re working the same number of hours. They went to school the same number of years. How is it your peers are retiring with over $100,000 more than you? Similar companies have negotiated very […]

Spring Cleaning Your Finances

FOX – WOFL What needs to be shredded? Destroy all sensitive information, junk mail, and paperwork that includes: Account numbers Birth dates Passwords and PINs Signatures Social Security numbers To protect your privacy, also consider shredding items that include: Names Addresses Phone numbers Email addresses Examples of Documents that need to be shredded Address labels […]

13.02.13 – U.S. News & World Report – What Happens When Money Secrets and Marriage Collide?

Wednesday, February 13, 2013 – ©2013 U.S.News & World Report LP All Rights Reserved What Happens When Money Secrets and Marriage Collide? Why couples don’t always talk truthfully about their finances By Daniel Bortz The Beatles may have told people all they need is love, but many couples who have experienced monetary conflicts in their […]

12.11.18 – The Wall Street Journal – Tips for Snowbirds Before They Take Flight

Wednesday, February 13, 2013 – ©2013 U.S.News & World Report LP All Rights Reserved Tips for Snowbirds Before They Take Flight By Rachel Louise Ensign By the time Gil Stanley retired from teaching in 2009, he’d had enough of the harsh winters in his hometown of York Harbor, Maine. So the now-72-year-old built a home […]