Monthly Archives: October 2011

Target Date Funds – Are They a Good Investment?

Target date funds (aka lifecycle funds) have grown in popularity among 401(k) participants due primarily with their ease of use.  They have been sold by financial firms as a kind of “set it and forget it” security. You simply select … Continue reading

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We Answer the Big Three Questions

There are only three questions that need answering regarding your retirement: 1) How big of a nest egg do I need at retirement (or, if retired, do I need now)? 2) How should I invest my retirement assets? 3) How … Continue reading

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Some Recent Polling Stats

Americans are frightened about their retirement.  And the fright centers on one main concern – the dreadful thought of outliving your retirement assets.  It really just boils down to that – Will you have enough money on which to live … Continue reading

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Broker/Adviser Independence?

Forewarned is forearmed! We have been cautioning our readers and members about the lack of independence among financial brokers/advisers.  Well, we have a very interesting article for you to read.  This article offers a nice twist on a familiar theme. … Continue reading

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Great Return on Your Investment

If there were no financial benefits to retirement planning, in other words, no better return on your investments whether or not you undertook some level of financial eduction, customized your retirement plan, or even tracked the performance of your investments, … Continue reading

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Our Very Refreshing Qualifications

Our membership-based enterprise is the first of its kind.  It really is unique within the Finance world.   Why?  Five reasons:  1) strong educational backgrounds, 2) university teaching experiences, 3) unique work experiences in the world of Finance but 4) … Continue reading

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Our Philosophy

There are two features of our enterprise that separate us from all the other on-line and off-line financial brokers, advisers, wealth managers, financial consultants, etc. Firstly, we are from outside the wealth management sphere.  We are not paid a commission … Continue reading

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Your Information is Safe with Us

Unlike some other websites, we do not ask for access to your banking/investment accounts.  We do not ask for access to any account of any kind!  And, we do not have access to your funds, whether they are in a … Continue reading

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