Archive for December 2014

Is it Time for a Second Opinion?

Recently, we met with someone who was given poor advice.  This individual was in a mutual fund portfolio. And in mutual funds, there are three classes of shares: A, B, and C. This particular individual had mutual funds that were all Class A shares, which unbeknownst to them, pay the highest commission to the broker.…

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When Can You Retire?

Your lifestyle during your retirement years is based on the streams of income that you have flowing in every month.  In the past, your retirement income was comprised of a three legged stool. The first leg was a company pension, which was a lifetime income source and if you passed away, part of your pension…

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